20 Best Financial Professional jobs (Hiring Now!)

Financial Advisor - PNC Investments
PNC Financial Services Group —Hampstead, MD
Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and…
Financial RevOps Professional
SafeBook —New York, NY
CPA certification is a plus, but not required. Transition accounting practices from cash to accrual basis, ensuring accurate financial reporting.
$75 - $225 an hour
Quick Apply
Financial Representative
Sausville Benson Financial —Latham, NY
Analyze clients' financial situations and develop personalized financial plans. Strong knowledge of financial concepts, including wealth management, cash…
$6,000 - $10,000 a month
Quick Apply
Financial Advisor
Lakeshore Financial Group —Green Bay, WI
Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. 1+ years in the financial industry.
$40,000 - $150,000 a year
Quick Apply
Financial Advisor
Regal Holdings, LLC —Monroe, LA
Series 7 and Series 66 licenses active and in good standing. Understand and be able to present managed strategies to utilize in client portfolios.
$64,157.26 - $77,264.66 a year
Quick Apply
3d
Financial Sales Representative
ECP Business Capital —Lexington, KY
Make calls to establish relationships and build your book of business from the ground up. Syndication program to build passive income.
$60,000.00 - $180,207.37 a year
Quick Apply
Financial Advisor CFP, CFA, Series 7, 66, 63
Gaia Wealth Management —Lakewood, CO
Proficient with financial planning software and tools. Conduct securities-related transactions and help steward client’s wealth.
$60,000 - $120,000 a year
Quick Apply
Financial Planning & Analysis Advisor
Eco Plumbers, Electricians, and HVAC Technicians —Hilliard, OH
Fully stocked trucks and field support. Bachelor's or Master's degree in Accounting, Business, Economics, Finance, or a related field.
$70,000 - $80,000 a year
Quick Apply
8d
Financial Solutions Advisor - Consumer Investments - Fountain Hills Financial Center
Bank of America —Fountain Hills, AZ
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
Estimated: $63.2K - $80K a year
12d
Financial Professional
New York Life - Suffolk County —Melville, NY
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations. $120,000 at plan yearly.
$120,000 a year
Quick Apply
Junior Financial/Insurance Advisor
Huiskamp Collins Investments, LLC —Bettendorf, IA
The ideal candidate will assist clients in financial planning and investment strategies along with insurance counseling, providing valuable support to senior…
$40,000 - $80,000 a year
Quick Apply
Financial Advisor / Sales Role (Training Provided)
Northwestern Mutual - San Diego —San Diego, CA
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$90,000 - $200,000 a year
Quick Apply
6d
Insurance & Financial Services Professional
New York Life Charlotte —Charlotte, NC
Bachelor's degree in finance, business, or related field. Create a custom practice for yourself with the tools and resources from a Fortune 100 company…
$60,000 - $120,000 a year
Quick Apply
4d
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
Our fund seeks individuals (lenders) that are frustrated with the current stock market volatility and looking for a product that will pay a stable and…
$175,000 - $300,000 a year
Quick Apply
Financial Sales Representative - PHONE SALES
Royal Funding Group, LLC —Hollywood, FL
We will give you the tools and mentorship you need to build a pipeline of business, develop client relationships, and get capital into the hands of businesses…
$7,500 - $20,000 a month
Quick Apply
12d
Financial Representative
Turbo Debt —Jacksonville, FL
Live inbound calls, scheduled appointments, always on the phone with a closable client, while having a 4-day work week. Salary $3,000 monthly + commission.
$40,000 - $150,000 a year
Quick Apply
Financial Advisor/Sales (Career Changers Encouraged)
Northwestern Mutual - Downtown San Diego —San Diego, CA
Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services,…
$80,000 - $250,000 a year
Quick Apply
3d
Financial Representative
Pacific Advisors —San Francisco, CA
Pacific Advisors is not registered in any state or with the U.S. Teams, tools, and resources to help you market and grow your practice and communicate…
$12,000 - $78,000 a month
9d
Strategic Financial Advisor
C&A Financial Group —Township of Wall, NJ
We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies.
From $50,000 a year
Quick Apply
Financial Representative
Northwestern Mutual - KF Wealth Management —Kenosha, WI
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Health care and dependent care reimbursement accounts.
$60,000 - $120,000 a year
Quick Apply

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Financial Advisor - PNC Investments

PNC Financial Services Group - Hampstead, MD

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Job Details

Full-time

Benefits

Wellness program
Health savings account
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Prescription drug insurance

Qualifications

Management
Customer retention
Sales
Series 66
Series 7
FINRA License
Series 65
Associate's degree
RMF
Series 63

Full Job Description

Job Profile

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 Financial Advisor within PNC Investments, you will be based in Hampstead, MD.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

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 role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience Roles at this level typically require a university / college degree with
Education Associates

Certifications No Required Certification(s)

Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

For more information, please click on the following links:

Time Away from Work
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Apply Now

Financial Professional jobs

Financial Advisor - PNC Investments

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Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

Financial Sales Representative - PHONE SALES

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Financial Advisor/Sales (Career Changers Encouraged)

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Strategic Financial Advisor

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