Financial Advisor - PNC Wealth Management

PNC•Wexford, PA

4d•Onsite

About The Position

Financial Advisors work within a collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors deliver advice and planning focused on helping clients meet savings, investing, and retirement goals. They consult on investment and insurance strategies and financial plans, grow and retain an investment and insurance book of business, and own the client experience through sales, service, opportunity identification, and referrals to internal business partners. The role is based at PNC's Pine Township branch in Pittsburgh, Pennsylvania, and is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The advisor builds and maintains client relationships, develops personalized investment and insurance strategies, recommends appropriate products, creates and monitors financial plans, and recommends changes when needed. The role also coaches and educates branch staff and internal partners to identify investment opportunities, leads branch actions toward investment results, and communicates regularly with partners about business results, pipeline management, leads, and referrals. Advisors must comply with applicable laws, regulations, policies, and guidelines. PNC provides training, administrative support, financial planning expertise, referral support, and technology for the role.

Requirements

Bachelor's degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Typically, 2 or more years of relevant professional experience; a comparable combination may be considered in lieu of a degree.
FINRA Series 7 and Series 66, or Series 63 and Series 65, licenses required.
Life and Health Insurance license required.
Demonstrate customer focus and knowledge of practices that prioritize customer needs and satisfaction.
Demonstrate the ability to assess and manage risks in support of PNC's Enterprise Risk Management Framework.

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 develop financial plans.
Grow and retain an investment and insurance book of business while managing sales and service and owning the client experience.
Acquire, expand, and maintain client relationships through business development and client networking.
Build client loyalty and share of wallet through an exceptional client experience; resolve client problems using product and procedural knowledge.
Develop and implement client investment and insurance strategies and determine suitable products.
Present financial recommendations and guidance, establish plans based on client needs and objectives, monitor plans, and recommend changes as needed.
Coach and educate branch staff and internal business partners to help identify investment opportunities.
Drive investment education and visibility among branch staff and lead branch actions toward investment results with branch partners.
Communicate regularly with internal and external partners to build relationships and drive referrals.
Meet with branch managers and 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.
Assess 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 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