Financial Advisor - PNC Wealth Management

PNC•Eatontown, NJ

22d•Onsite

About The Position

At PNC Wealth Management, the Financial Advisor is based in a bank branch and works across a collaborative circuit of branches while managing an assigned book of business. The advisor follows an advice- and planning-focused strategy to help clients meet savings, investment, and retirement goals. PNC provides financial-planning expertise, referral support, training, administrative assistance, and technology to support the advisor’s work. This is an in-office position based at PNC’s Red Bank, New Jersey location. The advisor consults with clients on investment and insurance strategies and financial plans; develops, presents, and monitors recommendations based on clients’ needs and objectives; and grows and retains an investment and insurance book of business. The role owns the client experience through sales, service, opportunity identification, and referrals to internal partners. It also builds client relationships and loyalty, educates and coaches branch staff and partners to identify investment opportunities, supports branch investment results, manages referral follow-up and pipeline communications, and complies with applicable laws, regulations, policies, and guidelines. Candidates typically have a university or college degree and at least two 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. A bachelor’s degree is listed under Education. FINRA Series 7 and 66 (or Series 63 and 65) and Life and Health Insurance licenses are required. The listed base salary is $75,000, and the role is incentive eligible based on company, business, and/or individual performance.

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.
A bachelor’s degree is listed under Education.
FINRA Series 7 and Series 66, or Series 63 and Series 65, required.
Life and Health Insurance license required.
Demonstrated customer focus and ability to create customized customer solutions.
Ability to assess and effectively 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
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 appropriate referrals to internal business partners.
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 use product and procedural knowledge to address client problems efficiently.
Develop and implement investment and insurance strategies, determine suitable products, and present financial recommendations and guidance.
Establish individual financial plans based on client needs and objectives, monitor those plans, and recommend changes as needed.
Coach and educate branch staff and internal partners to identify investment opportunities and increase investment education and visibility.
Partner with branch managers and/or investment sales associates to lead branch actions toward investment results; demonstrate urgency and lead by example.
Communicate regularly with internal and external partners to build relationships and drive referral activity.
Meet 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, and guidelines; assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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