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PNC
Wealth Advisor - PNC Wealth Management
Career Insights for Financial Relationship Manager
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Scorecard
Based on Pennsylvania data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$137,756 / year median in Pennsylvania
-7% projected decline
Job Description
PA
- Uniontown PA
- Philadelphia East Carson Street (PA482) PA
- Lancaster (17603) Full time R231947
- Position Overview
- At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
STEM OPT
for this position.- Job Description
- + Consults on investment and insurance strategies, as well as the development of financial plans for clients.
- 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.
- Preferred Skills
- Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
- 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 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education
- Bachelors
- 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.
- Disability Accommodations Statement
- If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.
- 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 (https://content.