Financial Advisor - PNC Wealth Management

PNC Bank•Stuart, FL

20d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, the employee will be based in Stuart, Florida, and work in an in-office environment. The role consults with clients on investment and insurance strategies and develops financial plans. It is responsible for growing and retaining an investment and insurance book of business, owning the client experience, and acquiring, expanding, and maintaining client relationships through business development and networking. The Financial Advisor develops and implements strategies and financial plans based on clients’ needs and objectives, recommends appropriate products, monitors plans, and provides sound financial guidance. The role also builds client loyalty and share of wallet through effective sales and service, problem-solving, and referrals to internal partners. It coaches and educates branch staff and partners on investment opportunities, supports branch investment results, manages referral follow-up, and communicates regularly about business results and pipeline activity. The employee must adhere to applicable laws, regulations, policies, and guidelines, and demonstrate customer focus and effective risk management. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Required licenses are FINRA Series 7 and 66, or Series 63 and 65, and Life and Health Insurance.

Requirements

Typically, 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 Series 65, licenses are required.
Life and Health Insurance license is required.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Demonstrate customer focus and effectively assess and manage risks.

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 develop 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.
Use product and procedural knowledge to solve client problems efficiently and appropriately.
Develop and implement investment and insurance strategies for clients and determine suitable products.
Present financial recommendations and guidance to clients.
Establish financial plans based on client needs and objectives; monitor plans and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities.
Promote investment education and visibility among branch staff.
Partner with the branch manager and/or investment sales associate to lead branch actions toward investment results.
Demonstrate urgency, lead by example, and communicate effectively with internal and external partners to support referral activity.
Meet regularly with the branch manager and other internal business partners to review business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Follow applicable laws, regulations, policies, and guidelines.
Assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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, depending on eligibility.
15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.