RRemoteville

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Virtual Financial Advisor

Skills
Business Relationship ManagementClient ProspectingCustomer ExperienceEnterprise Risk ManagementModelingRisk ManagementSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor's degree
  • 2+ years relevant professional experience
  • FINRA Series 7 and 66 or 63 and 65
  • Life and Health Insurance licenses
  • Ability to work remotely within PNC footprint

Nice to have

  • Customer focused
  • Strong communicator
  • Relationship builder
  • Coaching mindset
  • Managing priorities

Day to day

  • Advises clients on investment and insurance strategies with a focus on personalized financial planning and sound recommendations.
  • Builds, grows, and retains a book of business by developing client relationships and uncovering sales opportunities through networking and referrals.
  • Partners with branch teams and internal business partners to coach staff, drive investment education, and improve client experience and referral activity.

Hiring process

  • Submit application
  • Accommodation requests may be emailed or phoned if needed