Financial Advisor - PNC Wealth Management

PNC•Stuart, FL

3d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, the role is based in Stuart, Florida. The advisor consults with clients on investment and insurance strategies and develops financial plans tailored to their financial needs and objectives. The advisor grows and retains an investment and insurance book of business, owns the client experience, and handles sales and service, identifies opportunities, and makes referrals to internal business partners as appropriate. The role acquires, expands, and maintains client relationships through business development and networking. It builds client loyalty and share of wallet by delivering an exceptional client experience and applying product and procedural knowledge to solve client problems efficiently. The advisor develops and implements investment and insurance strategies, selects appropriate products, presents financial recommendations, and monitors plans to recommend changes as needed. The advisor also coaches and educates branch staff and internal partners to identify investment opportunities, leads branch actions to achieve investment results, and builds referral activity through effective communication. The role reviews business results and pipeline management with the branch manager and other internal partners, meets service-level agreements for lead and referral follow-up, and complies with applicable laws, regulations, policies, and guidelines. PNC describes the position as in-office and does not provide employment visa sponsorship or participate in STEM OPT for this role.

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.
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.
Demonstrated customer focus and ability to align business decisions with customer needs and satisfaction.
Ability to assess and manage risks associated with business objectives and activities 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
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.
Own the client experience by handling 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.
Grow 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 best suited to support them.
Present financial recommendations and guidance, and establish financial plans based on clients’ needs and objectives.
Monitor financial plans and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities.
Drive investment education and visibility among branch staff and, with the branch manager and/or investment sales associate, lead branch actions to achieve investment results.
Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
Meet regularly with the branch manager and other internal business partners to communicate and review business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Adhere to applicable laws, regulations, policies, and guidelines, and 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 and stock purchase plans
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs that are fully paid
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