SterlingVARecruiter Since 2001
the smart solution for Sterling jobs

Investment Advisor - PNCI (F)

Company: PNC Financial Services Group
Location: Sterling
Posted on: September 10, 2020

Job Description:

Job Description: Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Investment Advisor within PNC Investments, you will manage Investment Sales at multiple branch locations in the Northern Virginia area. Job Description * Licensing Requirements: FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. * Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. * Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. * Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Competencies Coaching Others - Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. Customer Experience Management. - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point. Customer Retention - Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Interpersonal Relationships - Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Prospecting. - Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Sales Tasks And Activities - Knowledge of and the ability to sell an organization's products and services. Selling. - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. Work Experience Roles at this level typically require a university / college degree with

Keywords: PNC Financial Services Group, Sterling , Investment Advisor - PNCI (F), Other , Sterling, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Supervisor, Service Desk - Outbound Services
Description: This position will be responsible for supervising a team performing outbound call activities as well as directly providing outbound call support to our nation's veterans ensuring they are able to access (more...)
Company: Iron Bow Technologies
Location: Chantilly
Posted on: 09/22/2020

Senior Systems Architect
Description: DescriptionJOB DESCRIPTION: SAIC, a leading provider of systems development deployment, targeting intelligence analysis, systems engineering integration, and training capabilities and solutions (more...)
Company: Engility Holdings Inc.
Location: Chantilly
Posted on: 09/22/2020

Cryptologic Technician
Description: ABOUT Enlisted Sailors in the Navy Cryptology community analyze encrypted electronic communications, jam enemy radar signals, decipher information in foreign languages and maintain state-of-the-art (more...)
Company: Navy
Location: Harrisonburg
Posted on: 09/22/2020


Senior Data Scientist
Description: At CCRi, our clients look to us to solve their hardest problems, and we have a long history of exceeding their expectations. With clients in both the private sector and the US government, we provide a (more...)
Company: CCRI
Location: Charlottesville
Posted on: 09/22/2020

Habitat Logistics: Charlottesville - Delivery Driver
Description: Make 15- 25/Hour delivering food for local restaurants on our app Work when it's convenient
Company: Habitat Logistics
Location: Charlottesville
Posted on: 09/22/2020

Food Courier
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Harrisonburg
Posted on: 09/22/2020

Explosive Ordnance Disposal Technician
Description: ABOUT Explosive Ordnance Disposal EOD Technicians have expertise in the most conventional and unconventional explosives to ensure the secure disposal of explosive weaponry. They are on call to respond (more...)
Company: Navy
Location: Harrisonburg
Posted on: 09/22/2020

System Integrator
Description: CEdge has an opportunity for aSystem Integrators Mid This role is located inSpringfield/Chantilly VA.If you are ready to work alongside World Renowned Technology experts, and carry the skills below, this (more...)
Company: CEdge Software Consultants
Location: Chantilly
Posted on: 09/22/2020

Service Tech IV
Description: As a Service Tech IV at United Rentals, you'll use your skills to perform maintenance and repairs of complex equipment with limited or no supervision in a highly skilled, safe, and professional manner. (more...)
Company: United Rentals
Location: Charlottesville
Posted on: 09/22/2020

Jr. Systems Engineer - Space Missions
Description: Peraton is seeking a Junior Systems Engineer in Chantilly, VA to support our Intelligence Community customer as part of a highly talented, highly motivated and high-performing team . You will support (more...)
Company: Peraton
Location: Chantilly
Posted on: 09/22/2020

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Sterling RSS job feeds