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Financial Advisor

Job Snapshot
Location:
Mishawaka, IN 46545 (map it!Map it! )
Employee Type:
Full-Time
Industry:
Banking - Financial Services
Sales - Marketing
Security
Manages Others:
Not Specified
Job Type:
Banking
Sales
Education:
High School
Experience:
At least 3 year(s)
Travel:
Up to 25%
Division:
PNC
Post Date:
11/2/2009
Contact Information
Ref ID:
59402BR
Description As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing. Our branches are concentrated in thirteen states and the District of Columbia; additional offices are located nationwide and internationally. We are growing in size and through recent acquisitions have become the fifth largest bank by deposits in the US. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility.

As a PNC Branch Financial Advisor, you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You also join a retail banking organization committed to leadership in the affluent marketplace. As a Branch Financial Advisor, you immediately become an important member of a single branch office. This is a licensed position (Series 7 and 66), and you will use your licenses in order to conduct consultative dialogue with customers, and execute investment transactions. This position is based in our Mishawaka, IN location. Your position will report to a Regional Sales Manager.

A typical day combines entrepreneurial opportunity with the structure, security and resources of an established name in financial services. Your schedule will be self-managed, and may call for local travel, coordinated with your base PNC branch office. Importantly, you remain "in your element" - active in communities you know and working with your existing network of relationships. As a Branch Financial Advisor, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge and product expertise to help them realize their financial dreams. As you build your client base, you will be able to lean upon PNC Investments' unrivalled technology and call center support. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your PNC branch will help you service, retain and grow them.

The successful candidate will have the following qualifications:

  • At least 3 years of revenue-generating financial sales experience required.
  • FINRA Series 7 and 66 or (63 & 65) licenses required or obtained within 90 days of start date.
  • Life Insurance License required.
  • Bachelor's degree preferred with an emphasis on business and communications.
  • Strong written and verbal communication skills required.
  • Computer literacy required, including Excel spreadsheet and word processing applications.
  • Local travel is required.


  • PNC is committed to offering you a comprehensive and competitive benefits package. We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.

    Options you may be able to consider include:

  • Medical and Dental Coverage
  • Life Insurance
  • Part Time Benefits
  • Education Assistance
  • Paid Training
  • Paid Vacation
  • Competitive Pay
  • Shift Differential
  • 401(k)
  • Flexible Schedules
  • Growth Opportunity
  • Work/Life Balance


  • PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO

    Qualifications




    Requirements investments
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