INVESTMENT SERVICES ASSOCIATE
As an Investment Service Advisor, you are a member of PNC's Investment organization and responsible for providing financial advice, services, products, and solutions to clients of PNC Investments through the Achievement Solutions Center (ASC) Channel within PNCI.
The Achievement Solutions Center (ASC) is a supplemental financial services platform within PNC Investments that offers PNCI clients' alternative ways of conducting investment business that primarily appeals to clients who seek guidance and advice, but are comfortable interacting with an Investment Services Advisor via phone, or a robust website as their primary channel. The ASC enhances the client experience through a service that complements PNC's brand of Ease, Confidence, and Achievement.
The ASC consists of several teams of Investment Services Advisors who offer clients full brokerage and financial advice, guidance, services, and solutions through the phone, web, or email. Each team and Advisor focuses on delivering the full spectrum of financial advice, service, and solutions based on PNCI's Investment Philosophy, Products, and Services. The ASC is supported by and comprised of Middle Office/Investment Operations group, Metrics/Reporting group, as well as a Site & Section Sales Managers, Quality Coach, Program Manager, and Channel Management. The ASC Channel is responsible for managing a book-of-business that typically consists of unassigned PNCI accounts as well as PNCI accounts that are lower than a certain revenue threshold compared to the PNCI business within branches; the Investment Services Advisors prospect and solicit these clients for additional PNCI services and business.
Investment Services Advisors will provide PNCI's financial products and services, which may include but not be limited to: Traditional and Self-Service Brokerage Accounts, 529 Accounts, Traditional and Roth IRAs, Small Business Plans: SEPs, SIMPLE, and Owner-only 401ks, Brokerage Linked bank Accounts, Managed Accounts/Wrap Products and SMA/UMA.
Investment Vehicles Available : Mutual Funds, CD's, Equities, ETFs, Annuities, Fixed Income / Bonds
Financial Services: Portfolio Reviews, Variety of Planning Tools and Calculators, Account Opening
Money and asset movement, Trading, Account Maintenance and Account Support
College degree (BA) strongly preferred with an emphasis on business, communications, or financial related disciplines.
Series 7/66 required
CFP (Certified Financial Planner) preferred
Life and Health Insurance License preferred
Ability to effectively operate in a team oriented and a highly collaborative environment
Exceptional ability to adapt to various personalities and conversation styles; utilizing extraordinary interpersonal, communication, verbal, and writing skills.
Ability to manage and prioritize workload effectively and efficiently
Exceptional customer service skills with ability to exceed client expectations