Licensed Investment Services Consultant - PNC Wealth Management

Home Location-PA (PAH
01) Home Location-VA (VAH
01) Home Location-MD (MDH
01) Home Location-NJ (NJH
01) Home Location-DE (DEH
01) Full time R240324
** 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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Licensed Investment Services Consultant within PNC's Wealth Management organization, you will be remote with CST or EST preferred.

Bilingual Spanish Preferred. The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.

This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
** Job Description** + Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate. + Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals.

Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.

Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities. + Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts. 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.
** Qualifications
* * Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a…