Financial Advisor - PNC Wealth Management

PNC Bank•Mesa, AZ

2d•Onsite

About The Position

The Financial Advisor works within PNC Wealth Management, based in a bank branch and collaborating across a circuit of branches while managing an assigned book of business. The role focuses on advice and financial planning to help clients meet savings, investing, and retirement goals. Advisors consult on investment and insurance strategies, develop personalized financial plans, and recommend products that support clients’ needs and objectives. PNC provides training, administrative support, financial-planning expertise, and technology to support advisors’ work. This is an in-office position based in Mesa, Arizona. The advisor is responsible for the client experience, growing and retaining an investment and insurance book of business, developing client relationships, and generating referrals. The role also includes coaching branch staff and internal partners to identify investment opportunities, coordinating with branch leadership on business results, and adhering to applicable laws, regulations, policies, and guidelines. PNC describes an inclusive workplace culture and offers a range of benefits to eligible employees.

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.
FINRA Series 7 and Series 66, or Series 63 and 65, licenses are required.
Life and Health Insurance license is required.
Demonstrate customer focus and apply customer needs and satisfaction considerations when developing customized solutions.
Preferred skills include client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship management, and sales.
Competencies include coaching others, customer experience management, customer retention, effective communication, 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, 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 networking.
Build client loyalty and share of wallet through an exceptional client experience.
Use product and procedural knowledge to resolve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies and determine suitable products to support those strategies.
Present financial recommendations and guidance to clients.
Establish financial plans based on clients’ financial 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 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 referrals.
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.
Comply with applicable laws, regulations, policies, and guidelines.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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.
15 to 25 vacation days each year depending on career level and years of service.