Financial Advisor - PNC Wealth Management

PNC•Fairview, KY

6d•Onsite

About The Position

At PNC Wealth Management, the Financial Advisor is based in a bank branch and works collaboratively across a circuit of branches while managing an assigned book of business. The advisor provides advice and planning to help clients meet savings, investing, and retirement goals, using personalized, comprehensive financial solutions. PNC provides financial-planning expertise, a referral program, training, administrative support, and technology to support advisors and their clients. The role is based at the Fairview, Bowling Green, Kentucky location. PNC identifies itself as an in-office company and encourages candidates to discuss workplace expectations with the recruiter and hiring manager. The advisor consults with clients on investment and insurance strategies and financial plans, and grows and retains an investment and insurance book of business. The role owns the client experience by handling sales and service, identifying opportunities, and making appropriate referrals to internal business partners. The advisor builds client relationships through business development and networking, develops and monitors personalized financial plans, and collaborates with branch staff and internal partners to identify opportunities, manage business results, and generate referrals. The position requires compliance with applicable laws, regulations, policies, and guidelines. PNC will not sponsor employment visas 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, required.
Life and Health Insurance license required.
Demonstrated customer focus and ability to create customized customer solutions.
Ability to assess and manage risks associated with business objectives and activities.

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.
Build client loyalty and share of wallet through an exceptional client experience, and apply product and procedural knowledge to solve client problems efficiently.
Develop and implement investment and insurance strategies, select suitable products, and present financial recommendations and guidance.
Establish financial plans based on clients’ financial needs and objectives, monitor those plans, and recommend changes as needed.
Coach and educate branch staff and internal business partners regularly to help identify investment opportunities and increase investment education and visibility.
Partner with the branch manager and/or investment sales associate to lead branch actions aimed at achieving investment results.
Communicate regularly with internal and external partners to build relationships that 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 effectively manage business risks in support of 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 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