Financial Advisor - PNC Wealth Management

PNC Bank•Shively, KY

5d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, you will be based at the Rockford Lane location in Shively, Kentucky. Financial Advisors work from a bank branch, collaborate across a circuit of branches, and manage an assigned book of business. The role uses an advice and planning strategy 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 partnerships, and technology to support advisors’ careers. This is an in-office position. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires a university or college degree and 2 or more years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead 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.
Customer-focused approach and ability to create customized customer solutions.
Ability to assess and 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
Prospecting
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, handle sales and service, identify sales opportunities, execute opportunities, and make appropriate referrals to internal business partners.
Acquire, expand, and maintain client relationships through business development and networking.
Build client loyalty and share of wallet through an exceptional client experience.
Apply product and procedural knowledge to solve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies and determine the products that support them.
Present financial recommendations and guidance to clients.
Establish financial plans based on clients’ needs and objectives, monitor plans, and recommend changes as needed.
Coach and educate branch staff and internal 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 that achieve investment results.
Lead by example and act with urgency.
Communicate regularly and effectively 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, and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with 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 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
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