Financial Advisor - PNC Wealth Management

PNC•Raleigh, NC

5d•Onsite

About The Position

The Financial Advisor works within PNC Wealth Management, based in a bank branch and collaborating across a circuit of branches while managing an assigned book of business. The role uses an advice- and planning-focused strategy to help clients meet savings, investing, and retirement goals. PNC provides financial planning expertise, referral support, training, administrative assistance, and technology to support advisors. This is an in-office position located in Raleigh, North Carolina. The advisor consults with clients on investment and insurance strategies and financial plans, grows and retains an investment and insurance book of business, and owns the client experience. The role develops client relationships through business development and networking, delivers recommendations tailored to clients' financial needs and objectives, monitors plans and recommends changes, and collaborates with branch staff and internal partners to identify opportunities and drive referrals. The advisor also reviews business results and pipeline management with branch partners and complies with applicable laws, regulations, policies, and guidelines.

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 under Education.
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.
Manage the client experience, handle sales and service, identify sales opportunities, execute opportunities, and make 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; use product and procedural knowledge to resolve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies, determine suitable products, and provide financial recommendations and guidance.
Establish individual financial plans based on clients' needs and objectives, monitor 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 among branch staff.
Partner with branch managers and/or investment sales associates to lead branch actions aimed at achieving investment results.
Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
Meet regularly with branch managers and other internal business partners to 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 effectively manage risks associated with business activities.

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 plan
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
Between 15 and 25 vacation days each year, depending on career level and years of service