Financial Advisor - PNC Wealth Management

PNC•Clark, SD

1d•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 delivers advice and financial planning to help clients meet savings, investing, and retirement goals. PNC provides planning support, training, administrative assistance, referral programs, and technology to support advisors. The position is in-office at the Lincoln Park Clark location in Chicago, Illinois. 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 and maintains client relationships, makes suitable product recommendations, presents financial guidance, monitors client plans, and identifies opportunities for sales and referrals. The advisor also educates and coaches branch staff and business partners, collaborates with branch leadership to drive investment results, manages referrals and pipeline activity, and complies with applicable laws, regulations, policies, and guidelines. The position requires a bachelor's degree or a comparable combination of education, job-specific certifications, and experience, along with typically 2 or more years of relevant professional experience. Required licenses are FINRA Series 7 and Series 66 (or Series 63 and 65), and Life and Health Insurance. The listed base salary is $75,000, and the role is incentive eligible. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically, 2 or more years of relevant professional experience; comparable education, job-specific certifications, and experience may be considered in lieu of a degree.
Bachelor's degree, or a comparable combination of education, job-specific certification(s), and experience, including military service.
FINRA Series 7 and Series 66, or Series 63 and Series 65, required.
Life and Health Insurance license required.
Demonstrated knowledge, skills, and abilities appropriate to the role.
Customer focus and the ability to create customized customer solutions.
Ability to assess and manage risks associated with business objectives and activities in accordance with 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 develop financial plans.
Grow and retain an investment and insurance book of business.
Manage the client experience by handling sales and service, identifying 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 by providing an exceptional client experience.
Use product and procedural knowledge to resolve client issues appropriately and efficiently.
Develop and implement client investment and insurance strategies and determine appropriate products.
Present financial recommendations and guidance, create individual 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 and increase investment education and visibility.
Partner with branch managers and/or investment sales associates to lead branch actions that achieve investment results.
Communicate effectively with internal and external partners to build relationships and drive referrals.
Meet regularly with branch managers 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, guidelines, and PNC's risk management requirements.

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
15 to 25 vacation days each year, depending on career level and years of service
Incentive compensation based on company, business, and/or individual performance