Financial Advisor - PNC Wealth Management

PNC•Raleigh, NC

3d•Onsite

About The Position

The Financial Advisor is based in a PNC bank branch in North Ridge, Raleigh, North Carolina, and works across a collaborative circuit of branches while managing an assigned book of business. The role focuses on advice and planning to help clients meet savings, investing, and retirement goals. PNC provides financial-planning support, referral opportunities, training, administrative support, and technology to help advisors serve clients and develop their careers. The position is in-office; candidates are encouraged to discuss workplace expectations with the recruiter and hiring manager. The advisor consults with clients on investment and insurance strategies, develops financial plans, and grows and retains an investment and insurance book of business. The role owns the client experience, handling sales and service, identifying opportunities, and making referrals to internal partners as appropriate. Advisors build client relationships and loyalty through business development, networking, and personalized recommendations, and monitor financial plans for needed changes. The advisor also coaches and educates branch staff and internal partners to identify investment opportunities, works with branch leadership to achieve investment results, and communicates regularly with partners about business results and pipeline management. The role requires timely follow-up on leads and referrals and compliance with applicable laws, regulations, policies, and guidelines. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

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.
Bachelor’s degree listed under education.
FINRA Series 7 and Series 66, or Series 63 and 65, are required.
Life and Health Insurance license is required.
Demonstrated customer focus and the ability to create customized customer solutions.
Ability to assess and manage business 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 the development of financial plans.
Grow and retain an investment and insurance book of business.
Manage the client experience by handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate.
Acquire, expand, and maintain client relationships through business development and client networking.
Build client loyalty and share of wallet through an exceptional client experience, and resolve client problems using product and procedural knowledge.
Develop and implement investment and insurance strategies, select suitable products, and present financial recommendations and guidance.
Establish individualized financial plans based on clients’ needs and objectives, monitor the plans, and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities and increase investment education and visibility.
Partner with the branch manager and/or investment sales associate to lead branch actions that achieve investment results.
Communicate regularly with internal and external partners to build relationships and drive referral activity.
Meet regularly with the branch manager and other internal partners to review business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Comply with applicable laws, regulations, policies, and guidelines, 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 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