4,128 Financial Investments jobs in the United States

WHO WE ARE

JBG SMITH owns, operates, invests in, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC. Our creativity and scale enable us to be more than owners-we are place makers who shape inspiring and engaging places, which we believe create value and have a positive impact in every community we touch.

JBG SMITH has been named multiple times as one of the Washington Post's Top Workplaces in the region and we pride ourselves in both our outstanding work environments and opportunities for career growth and advancement. Our corporate headquarters in Bethesda, MD. was designed to embrace new, modern ways of working in an office - with a variety of indoor and outdoor workspaces made for both privacy or collaboration and easy access to public transportation and all that Bethesda's vibrant downtown has to offer.

POSITION SUMMARY

JBG SMITH is seeking Senior Financial Analyst candidates to support its Investments team.

WHAT YOU'LL DO

The role will work on a wide range of projects and assignments. Responsibilities will include, but are not limited to:

Financial Modeling: Create and maintain valuation models for new investment pursuits, new development projects, and existing assets in the portfolio.
• Transactions: Coordinate with internal and external team members to assist in the pipeline tracking, due diligence, and closing processes for acquisitions and disposition processes.
• Research: Synthesize internal and external data related to demographics, rent, operating expenses, and capital expenditures.
• Business Plans: Assist with the development of the initial business plans for new and existing investments.
• Presentations: Prepare memoranda and presentations related to market updates, scenario analyses, investment opportunities, and reporting for lenders, partners, and Senior Executives.
• Operations: Review and analyze business plans, loan documents, leasing activity, and monthly property operating performance.

WHAT YOU'LL NEED TO SUCCEED (REQUIREMENTS)

• Experience: 2 - 4 years of experience with superior quantitative skills and analytical abilities (investment banking, real estate finance, private equity, or brokerage preferred)
• Academic: Bachelor's degree required, preferably in real estate, finance or business administration
• Skills: Attention to detail, proficiency in financial modeling in Microsoft Excel, superior written and verbal communication skills, advanced technical skills and ability to analyze complex datasets, and ability to prepare PowerPoint presentations

JBG SMITH is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, status as a protected veteran, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law.

• Prepare the long term financial projections of Avangrid (AGR) for Investor's day, rating agencies presentation and Group consolidation.

• Assist in the preparation of appropriate analysis and presentations to communicate and explain the long term plan to Avangrid Corporate Control, appropriate Avangrid Committees and Board and Iberdrola Control.

• Monitor business developments and quantify impact on the plans and business valuation

• Assist in the coordination of the Goodwill Impairment testing for both IFRS and GAAP promoting the development of the adequate procedures for the satisfactory and timely delivery of the tests by all the businesses.

• Supervise and participate in the completion of the internal controls related to the Goodwill Impairment testing process.

• Coordinate interaction with auditors and preparation of information requests.

• Support the application of the investment standard for Avangrid ensuring that all investment proposals are appropriately documented, aligned with the Long Term Plan and Budget and in compliance with Avangrid Investment Standard requirements.

• Assist in the preparation of analyses and reports for Avangrid Control, Iberdrola Control and Avangrid Committees and Boards, which provide an independent view of the risks and earnings/profitability volatility inherent in all investment plans, budgets and forecasts.

• Analysis of deviations compared to the Plan and Dossiers.

• Support the analysis and valuation of non-organic growth opportunities, such as potential future Company acquisitions.

• Support the Purchase Price Allocation work in case of new acquisitions.

• Support the Financial planning & Investments - Director, Avangrid Controllers and senior management, by undertaking ad-hoc project activities, utilizing business knowledge, and present recommendations to enable senior management to take appropriate action

• This position will be required to deputize for the Planning & Investments Director in their absence.

• Education & Experience Required:
  
  • Bachelor's Degree required with minimum of 8 years relevant work experience in the finance/control area. Equivalent combination of education and experience may be considered.
  • Expert knowledge in Finance and enterprise valuation techniques
  • Strong financial modeling skills.
  • Demonstrated proficiency with Excel/spreadsheets

• Skills/Abilities:
  
  • Excellent analytical and written / verbal communication skills
  • Self-starter
  • Strong Delivery focus
  • Ability to prioritize and use initiative at appropriate level
  • Ability to work effectively both individually and as a member of a team
  • Confidence to challenge/question where appropriate
  • Strong analytical skills
  • Sound organizational and time management skills

• MBA with Finance emphasis

• Exposure to IFRS Accounting

Senior Financial Analyst - Investments ID 2025-5452 Location US-MD-Bethesda Type Full-time WHO WE ARE JBG SMITH, is a leading owner, operator, and developer of mixed-use properties concentrated in amenity-rich, Metro-accessible submarkets throughout the Washington, D.C. Metropolitan Statistical Area (MSA). With nearly 70 years of experience focused almost exclusively on this region, the firm has cultivated deep market knowledge, long-standing public and private sector relationships, and a highly differentiated operating platform. As a vertically integrated real estate investment manager, JBG SMITH oversees every aspect of the asset lifecycle-from acquisition and development to asset management, leasing, property management, and disposition. The firm manages a dynamic portfolio totaling 11.9 million square feet of office, multifamily, and retail assets-98% of which are Metro-served-and a development pipeline of 8.9 million square feet focused primarily on high-density, mixed-use multifamily projects. JBG SMITH has a long-standing track record as a disciplined investor and capital allocator, with a strategy rooted in rigorous underwriting, data-driven market selection, and active asset management. Its platform is designed to identify and unlock long-term value through thoughtful placemaking, repositioning, and ground-up development. As part of its broader efforts, the firm also manages a workforce housing initiative aimed at preserving affordability for middle-income residents in high-impact neighborhoods. POSITION SUMMARY JBG SMITH is seeking Senior Financial Analyst candidates to support its Investments team. WHAT YOU'LL DO The role will work on a wide range of projects and assignments. Responsibilities will include, but are not limited to: Financial Modeling: Create and maintain valuation models for new investment pursuits, new development projects, and existing assets in the portfolio. Transactions: Coordinate with internal and external team members to assist in the pipeline tracking, due diligence, and closing processes for acquisitions and disposition processes. Research: Synthesize internal and external data related to demographics, rent, operating expenses, and capital expenditures. Business Plans: Assist with the development of the initial business plans for new and existing investments. Presentations: Prepare memoranda and presentations related to market updates, scenario analyses, investment opportunities, and reporting for lenders, partners, and Senior Executives. Operations: Review and analyze business plans, loan documents, leasing activity, and monthly property operating performance. WHAT YOU'LL NEED TO SUCCEED (REQUIREMENTS) Experience: 2 - 4 years of experience with superior quantitative skills and analytical abilities (investment banking, real estate finance, private equity, or brokerage preferred) Academic: Bachelor's degree required, preferably in real estate, finance or business administration Skills: Attention to detail, proficiency in financial modeling in Microsoft Excel, superior written and verbal communication skills, advanced technical skills and ability to analyze complex datasets, and ability to prepare PowerPoint presentations JBG SMITH is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, status as a protected veteran, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law. #J-18808-Ljbffr

Senior Financial Analyst - Investments ID 2025-5452 Location US-MD-Bethesda Type Full-time WHO WE ARE JBG SMITH, is a leading owner, operator, and developer of mixed-use properties concentrated in amenity-rich, Metro-accessible submarkets throughout Financial Analyst, Investment, Financial, Analyst, Senior, Property Management, Banking, Development

The Manager of Financial Planning and Investments for Avangrid will provide support to the Controller and the Business Analysis and Planning Executive Director across the Control organization. The job involves frequent interaction and coordination wi Financial Planning, Investment, Manager, Financial, Planning, Controller, Banking

Join to apply for the Financial Advisor - PNC Investments. role at PNC 1 day ago Be among the first 25 applicants Join to apply for the Financial Advisor - PNC Investments. role at PNC Get AI-powered advice on this job and more exclusive features. 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's Investment organization, you will be based in Washington, MI. R195284 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's Investment organization, you will be based in Washington, MI. 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. 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 2+ years of relevant professional experience. 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. 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 Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at 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 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at PNC by 2x Sign in to set job alerts for “Financial Advisor” roles. J.P. Morgan Wealth Management – Private Client Advisor - Macomb, MI and Surrounding areas Clinton Township, MI $80,000.00-$00,000.00 1 week ago Clarkston, MI 80,000.00- 100,000.00 1 week ago Troy, MI 30,000.00- 130,000.00 3 weeks ago Asset & Wealth Management, Goldman Sachs Ayco, Personal Planning, Financial Planner - Analyst, Troy, Michigan J.P. Morgan Wealth Management – Private Client Advisor - Washington Township, MI and Surrounding areas Financial Consultant - Fulltime - Days - Rochester J.P. 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Morgan Wealth Management – Private Client Advisor - Troy, MI and Surrounding areas Financial Advisor - Macomb County, MI and Surrounding Areas We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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 North Olmsted, Ohio. 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.

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.

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

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

Roles at this level typically require a university/college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors

No Required Certification(s)

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

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 Your PNC Total Rewards.

If an accommodation is required to participate in the application process, please contact us via email at 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 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.

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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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.

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. Financial Advisors work within a highly collaborative circuit of bank 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. As a Financial Advisor within PNC Investments, you will be based in Springfield, OH. The position will primarily sit at the Springfield East Branch. Job Description Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. 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. 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 2+ years of relevant professional experience. 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. Pay Transparency Base Salary: $47,500.00 – $100,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 03/10/2025, although it may be longer with business discretion. 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 Your PNC Total Rewards . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . 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 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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. #J-18808-Ljbffr

Financial Advisor - PNC Investments page is loaded

• Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required.
• 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.

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.

To learn more about these and other programs, including benefits for full time and part-time employees, visitYour PNC Total Rewards .

If an accommodation is required to participate in the application process, please contact us via email at . 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 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.

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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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.