Financial Advisor - PNC Wealth Management

PNC•Waterford Township, NJ

3d•Onsite

About The Position

The Financial Advisor works within PNC Wealth Management at a bank branch and across a collaborative circuit of branches, managing an assigned book of business. The role focuses on advice and planning to help clients meet savings, investing, and retirement goals. PNC provides planning support, training, administrative assistance, and technology to support advisors and their clients. This is an in-office position based at the Manchester, New Jersey location. 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 across sales and service. The role develops personalized financial recommendations, monitors plans and recommends changes, builds and maintains client relationships, and works with branch staff and internal partners to generate referrals and achieve investment results. The advisor also manages pipeline and business results, follows up on leads and referrals within service-level agreements, and complies with 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 as the education requirement.
FINRA Series 7 and Series 66, or Series 63 and 65, required.
Life and Health Insurance license required.
Demonstrate relevant knowledge, skills, and abilities, including customer focus and effective risk management.

Nice To Haves

Client prospecting.
Client relationship building and relationship management.
Credit risk analysis.
Customer engagement.
Financial analysis and financial modeling.
Investment banking.
Public speaking.
Coaching others.
Customer experience management and customer retention.
Effective communication and interpersonal relationships.
Managing multiple priorities.
Prospecting and sales activities.

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, including 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 through a strong client experience, and apply product and procedural knowledge to resolve client problems.
Develop and implement investment and insurance strategies and select suitable products to support them.
Present financial recommendations and guidance; establish individual financial plans based on client 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.
Work with branch managers and/or investment sales associates to lead branch actions toward investment results.
Communicate regularly with internal and external partners to build relationships and drive referral activity.
Meet with branch managers 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, including PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
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.