Financial Advisor - PNC Wealth Management

PNC•Mesa, AZ

4d•Onsite

About The Position

The Financial Advisor works within PNC Wealth Management, based in a bank branch and within a collaborative circuit of branches, managing an assigned book of business. The role focuses on advice and financial planning to help clients meet savings, investing, and retirement goals. PNC provides planning support, referral opportunities, training, administrative assistance, and technology. The position is in-office; candidates are encouraged to discuss workplace expectations with the recruiter and hiring manager. The advisor consults with clients on investment and insurance strategies and financial plans, grows and retains an investment and insurance book of business, and owns the client experience through sales, service, opportunity identification, and referrals. The advisor develops and monitors personalized financial plans, recommends suitable products and changes, builds client relationships, and works closely with branch staff and internal partners to increase investment awareness, referrals, and business results. The role requires compliance with applicable laws, regulations, policies, and guidelines.

Requirements

Typically requires a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Bachelor’s degree listed as the education requirement.
FINRA Series 7 and Series 66, or Series 63 and Series 65, are required.
Life and Health Insurance license is required.
Demonstrate knowledge, skills, and abilities appropriate for the role, including customer focus and effective risk management.

Nice To Haves

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
Sales tasks and activities
Selling

Responsibilities

Consult with clients on investment and insurance strategies and the development of financial plans.
Grow and retain an investment and insurance book of business.
Manage the client experience by handling sales and service, identifying sales opportunities, executing opportunities, and referring clients to internal business partners when appropriate.
Acquire, expand, and maintain client relationships through business development and client networking.
Build client loyalty and share of wallet through an exceptional client experience, and resolve client problems using product and procedural knowledge.
Develop and implement client investment and insurance strategies, select appropriate products, and present financial recommendations and guidance.
Establish financial plans based on clients’ needs and objectives, monitor those plans, and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities and improve investment education and visibility.
Partner with the branch manager and/or investment sales associate to lead branch actions toward investment results.
Communicate regularly with internal and external partners to build relationships and drive referral activity.
Meet regularly with the branch manager and other internal partners to review business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Adhere to applicable laws, regulations, policies, and guidelines and manage business risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 plan
Stock purchase plans
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 and 25 vacation days each year, depending on career level and years of service