Financial Advisor - PNC Wealth Management

PNC Bank•Columbus, OH

20d•Onsite

About The Position

Financial Advisors at PNC Investments work within a collaborative network of bank branches and manage an assigned book of business. They provide investment and insurance advice and develop personalized financial plans to help clients meet savings, investing, and retirement goals. The role is based in Georgesville, Ohio, and is in-office. PNC provides training, administrative support, and technology, and advisors work with branch colleagues and internal partners to build referral activity and deliver a strong client experience. The position does not offer employment visa sponsorship or STEM OPT participation. The Financial Advisor grows and retains an investment and insurance book of business, develops client relationships, and provides recommendations and ongoing financial-plan monitoring. The role also supports branch staff through coaching and investment education, while coordinating with branch management and internal partners to achieve investment results and manage business pipelines. This position is incentive eligible, with incentive payments based on company, business, and/or individual performance.

Requirements

Typically requires a university or college degree and at least 2 years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
FINRA Series 7 and Series 66, or Series 63 and 65, are required.
Life and Health Insurance license is required.
Demonstrate appropriate knowledge, skills, and abilities for the role.

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 develop 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 by providing an exceptional client experience.
Apply product and procedural knowledge to solve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies and determine suitable products to support them.
Present financial recommendations and guidance to clients.
Create 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 to identify investment opportunities.
Increase investment education and visibility among branch staff.
Partner with the branch manager and/or investment sales associate to lead branch actions toward investment results.
Communicate regularly with internal and external partners to build relationships and drive referrals.
Meet regularly with the branch manager and other internal partners to discuss business results and pipeline management.
Meet service-level agreements for lead and referral follow-up.
Comply with applicable laws, regulations, policies, and guidelines.
Focus on customer needs and satisfaction when making business decisions and creating customized solutions.
Assess and manage risks associated with business objectives and activities 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 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