Auto req ID 69163BR
Position Title PNCI Financial Planning Wholesaler
Line of Business PNC Investment Group
Company PNC Investments LLC
City MD - Baltimore
Building Location Code DE049 - Two Little Falls Centre
Job Type Regular
Job Status Full Time
Job Description

As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing. Our branches are concentrated in thirteen states and the District of Columbia; additional offices are located nationwide and internationally. We are growing in size and through recent acquisitions have become the fifth largest bank by deposits in the US. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility.

As a Planning Wholesaler, you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You also join a retail banking organization with almost 3 million customers, more than 1,000 branch offices throughout the Northeast and Middle Atlantic, and a commitment to leadership in the affluent marketplace. You will manage the financial planning effort for a defined geographic territory through personal visits to establish, maintain and strengthen relationships with Financial Advisors and other internal business partners. You will remain in your element, collaborating with the different lines of business while keeping abreast of industry trends and key competitors.



PNC Investments leadership in your market will depend on your expertise as you will

implement sales and marketing strategies and deliver planning presentations to improve results. Your collaboration with our Financial Advisors allows them to build a stronger business through value-added planning conversations.



Expect to coordinate and develop string partnerships with PNC Investments and other internal interested partners by conducting frequent sales planning seminars, recommending appropriate targets and opportunities within the market.


Territory for this opportunity is the greater Philadelphia/Southern New Jersey/Delaware and Greater Washington areas.

The successful candidate will have the following qualifications :

· Bachelor in Business, Finance, Marketing or Related Field is required.

· FINRA Series 7, 66 (or 63 & 65) and Life/Health are required

· CFP designation is strongly preferred.

· Excellent knowledge of Managed Money and Separately Managed Accounts.

· Expert knowledge of financial planning tools is required, and Sungard experience is preferred.

· At least 3 years of experience actively participating as a fee-based investment consultant is required.

· At least 3 yeast of experience at a financial planner is required.

· Previous external wholesaling experience is required.

· Expert level experience and understanding of financial/investment planning process and knowledge of strategies in areas of retirement planning, education funding, estate planning and insurance planning are required.

· Ability and willingness to travel approximately 50 % of the time.

· Ability to work independently

· Superior sales, interpersonal and communication skills required

· Comprehensive knowledge of PNC Advisors products and services and procedures is a plus

· Exceptional communication and organizational skills.

· Exceptional coaching and training skills

· Excellent technology skills

· Strong time management and organizational skills

· Team-oriented attitude

· Ability to work well in constantly changing environment

· Strong financial and analytical skills






PNC is committed to offering you a comprehensive and competitive benefits package. We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.

Options you may be able to consider include:


# Medical and Dental Coverage
# Life Insurance
# Part Time Benefits
# Education Assistance
# Paid Training
# Paid Vacation
# Competitive Pay
# Shift Differential
# 401(k)
# Flexible Schedules
# Growth Opportunity
# Work/Life Balance

PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO
Total Hours Per Week 40
HR Job Code C08347 PNCI FIN PLNG WHOLESALER