Financial Advisor - PNC Wealth Management

PNC Bank•Raleigh, NC

12h•Onsite

About The Position

At PNC, Financial Advisors within PNC Wealth Management are based in a bank branch in Wakefield, NC, and manage an assigned book of business. They operate within a highly collaborative circuit of branches, executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. The role involves creating personalized solutions with the guidance of financial planning experts, utilizing a comprehensive, holistic, and strategic approach. PNC supports its advisors with a referral program, a culture that encourages teamwork, robust training, administrative support, and state-of-the-art technology. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. The Financial Advisor consults on investment and insurance strategies, develops financial plans, and is responsible for growing and retaining an investment and insurance book of business. They own the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners. This includes acquiring, expanding, and maintaining client relationships through business development and client networking, and growing client loyalty through an exceptional client experience. Advisors apply product and procedural knowledge to solve client problems, determine the best products to support strategies, and present sound financial recommendations and guidance to clients. They establish individual financial plans based on client financial needs and objectives and monitor these plans, recommending changes as needed. A key aspect is actively coaching and educating branch staff and internal business partners to identify investment opportunities, driving investment education and visibility, and leading the branch team to achieve investment results. The role requires urgency, leading by example, and regular, effective communication with internal and external partners to build strong relationships that drive referral activity. Advisors regularly meet with branch managers and other internal business partners to communicate and review business results and pipeline management, and must meet service level agreements for lead and referral follow-up. Adherence to all applicable laws, regulations, policies, and guidelines is essential. Employees are expected to be customer-focused, understanding customer needs to create customized solutions, and managing all associated risks in line with PNC's Enterprise Risk Management Framework.

Requirements

University / college degree, with 2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.

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

Consults on investment and insurance strategies, as well as the development of financial plans for clients.
Grows and retains an investment and insurance book of business.
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking.
Grows client loyalty and share of wallet through an exceptional client experience.
Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients.
Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients.
Establishes individual financial plans based on client financial needs and objectives.
Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
Drives investment education and visibility among branch staff.
In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
Shows urgency with activities and leads by example.
Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
Meets service level agreements on lead and referral follow up.
Adheres to all applicable laws, regulations, policies and guidelines.
Be Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Manage Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Benefits

Medical/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/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust 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
Between 15 to 25 vacation days each year, depending on career level; and years of service