Financial Advisor - PNC Wealth Management

PNC•San Antonio, TX

13d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, based in San Antonio, Texas, you will work from a bank branch as part of a collaborative circuit of branches and manage an assigned book of business. You will provide advice and planning to help clients meet savings, investing, and retirement goals, developing personalized financial solutions with support from PNC’s financial planning experts. PNC provides training, administrative support, referral opportunities, and technology to support advisors’ work and career development. PNC describes the position as in-office and encourages candidates to confirm workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. You will consult on investment and insurance strategies and financial plans, grow and retain an investment and insurance book of business, and oversee the client experience through sales, service, and referrals. The role also involves developing client relationships, providing investment and insurance recommendations, monitoring plans, educating and coaching branch staff, coordinating with internal partners to drive investment results and referrals, and adhering to applicable laws, regulations, policies, and guidelines.

Requirements

Typically, 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 under education.
FINRA Series 7 and Series 66, or Series 63 and 65, required.
Life and Health Insurance license required.
Demonstrate appropriate knowledge, skills, and abilities for the role, including customer focus and effective risk management.

Nice To Haves

Bilingual English and Spanish; Spanish speaking is preferred but not required.
Preferred skills include client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, and relationship management.
Competencies include coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and 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, handle sales and service, identify sales opportunities, and refer clients to internal business partners as appropriate.
Acquire, expand, and maintain client relationships through business development and networking.
Build client loyalty and share of wallet through an exceptional client experience, and apply product and procedural knowledge to resolve client problems.
Develop and implement investment and insurance strategies; determine appropriate products and present financial recommendations and guidance.
Establish financial plans based on clients’ needs and objectives, 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.
Partner with branch managers and/or investment sales associates to lead branch actions toward investment results.
Communicate regularly and effectively with internal and external partners to build relationships and drive referrals.
Meet regularly with branch managers and other internal partners to review business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Comply with applicable laws, regulations, policies, and guidelines.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.