Financial Advisor - PNC Wealth Management

PNC•Columbus, OH

3d•Onsite

About The Position

PNC Wealth Management Financial Advisors work collaboratively across a circuit of bank branches and manage an assigned book of business. They use an advice and planning strategy to help clients meet savings, investing, and retirement goals, developing personalized solutions with support from financial planning experts, branch partners, administrative staff, training, and technology. This role is based in Georgesville, Ohio, and is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The Financial 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 across sales and service. The advisor develops client relationships, recommends suitable products and financial plans, monitors those plans, and works with branch staff and internal partners to identify opportunities and build referral activity. The role requires adherence to applicable laws, regulations, policies, and guidelines. The position typically requires a university or college degree and at least two 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. A bachelor's degree is listed under Education. FINRA Series 7 and 66 (or 63 and 65) licenses and Life and Health Insurance are required. The role has a base salary of $75,000 and is incentive eligible based on company, business, and/or individual performance.

Requirements

Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Bachelor's degree listed under Education.
FINRA Series 7 and Series 66, or Series 63 and Series 65, licenses required.
Life and Health Insurance required.
Demonstrated customer focus and ability to align solutions with customer needs and satisfaction.
Ability to assess and effectively manage risks associated with business objectives and activities.

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.
Own the client experience by handling sales and service, identifying sales opportunities, executing opportunities, and making referrals to internal business partners as appropriate.
Acquire, expand, and maintain client relationships through business development and client networking.
Build client loyalty and share of wallet by providing an exceptional client experience and applying product and procedural knowledge to resolve client problems efficiently and appropriately.
Develop and implement investment and insurance strategies; determine appropriate products; present financial recommendations and guidance; establish financial plans based on client needs and objectives; and monitor plans and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities and increase investment education and visibility among branch staff.
Partner with branch managers and/or investment sales associates to lead branch-team actions to achieve investment results, demonstrate urgency, and lead by example.
Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
Meet regularly with branch managers and other internal partners to communicate and 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 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 plan
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
15 to 25 vacation days each year, depending on career level and years of service