PNC
PNC is a diversified financial services firm that is committed to fostering an inclusive and accessible workplace. It offers a vibrant culture where employees can thrive, recognizing the importance of diversity and community involvement. PNC is dedicated to providing a supportive environment for career growth, and offers various opportunities for students, graduates, and veterans. It has been nationally recognized for its commitment to gender and disability equality and for being a top employer. PNC provides equal opportunities to all qualified individuals and ensures compliance with employment laws.
Checking • Savings • Credit Cards • Auto Loans • Mortgage
Licensed Investment Services Consultant
March 28
🇺🇸 United States – Remote
💵 $37k - $83.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🦅 H1B Visa Sponsor
PNC
PNC is a diversified financial services firm that is committed to fostering an inclusive and accessible workplace. It offers a vibrant culture where employees can thrive, recognizing the importance of diversity and community involvement. PNC is dedicated to providing a supportive environment for career growth, and offers various opportunities for students, graduates, and veterans. It has been nationally recognized for its commitment to gender and disability equality and for being a top employer. PNC provides equal opportunities to all qualified individuals and ensures compliance with employment laws.
Checking • Savings • Credit Cards • Auto Loans • Mortgage
📋 Description
• Actively and regularly coaches and educates internal eco partners to drive investment visibility • Identifies opportunities through meaningful conversations with customers • Owns and manages the end-to-end client experience • Meets service level agreements on lead and referral follow up • Adheres to all applicable laws, regulations, policies and guidelines
🎯 Requirements
• Client Prospecting • Client Relationship Building • Credit Risk Analysis • Customer Engagement • Financial Analysis • Financial Modeling • Investment Banking • Public Speaking • Relationship Building • Relationship Management • Accuracy and Attention to Detail • Coaching Others • Customer Experience Management. • Customer Retention • Effective Communications • Knowledge Of Customers • Matrix Management • Problem Solving • Products and Services • Prospecting • Relationship Management • Value Selling
🏖️ Benefits
• medical/prescription drug coverage (with a Health Savings Account feature) • dental and vision options • employee and spouse/child life insurance • short and long-term disability protection • 401(k) with PNC match, pension and stock purchase plans • dependent care reimbursement account • back-up child/elder care • adoption, surrogacy, and doula reimbursement • educational assistance, including select programs fully paid • a robust wellness program with financial incentives • maternity and/or parental leave • up to 11 paid holidays each year • 8 occasional absence days each year, unless otherwise required by law • between 15 to 25 vacation days each year, depending on career level; and years of service
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