Financial Advisor - PNC Wealth Management

PNC Bank•Jacksonville, FL

1d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, you will be based in Amelia Island, Florida, in a bank branch and work within a collaborative circuit of branches while managing an assigned book of business. You will execute an advice and planning strategy to help clients meet savings, investing, and retirement goals. PNC provides financial planning support, a referral program, training, administrative support, and technology to help advisors build their careers. This is an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

A bachelor's degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
At least 2 years of relevant professional experience is typically required.
FINRA Series 7 and Series 66, or Series 63 and 65, are required.
Life and Health Insurance license is 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

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 for clients and determine the products best suited to support those strategies.
Present sound financial recommendations and guidance to clients.
Establish individual financial plans based on clients' financial needs and objectives, monitor the 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-team actions toward investment results.
Communicate regularly and effectively with internal and external partners to build relationships that drive referrals.
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.
Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
Assess and manage risks associated with business objectives and activities 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