Financial Advisor - PNC Wealth Management

PNC Bank•Cary, NC

3d•Onsite

About The Position

As a Financial Advisor within PNC Wealth Management, the role is based in Raleigh, NC. Advisors are based within a bank branch, work across a collaborative circuit of branches, and manage an assigned book of business. They deliver advice and financial planning to help clients meet savings, investing, and retirement goals, developing personalized investment and insurance strategies and plans. The role is supported by financial planning experts, a referral program, administrative support, training, and technology. PNC describes this as an in-office position and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. Financial Advisors grow and retain investment and insurance business, manage the client experience, and build client relationships through business development and networking. They make recommendations, monitor financial plans, identify opportunities, and collaborate with branch staff and internal partners to drive referrals and investment results. The role requires compliance 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, required.
Life and Health Insurance license required.
Demonstrate customer focus by aligning business decisions with customer needs and satisfaction and using that understanding to create customized solutions.
Assess and effectively manage risks associated with business objectives and activities 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
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.
Grow client loyalty and share of wallet through an exceptional client experience.
Apply product and procedural knowledge to solve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies for clients and determine the products best suited to support those strategies.
Present sound financial recommendations and guidance to clients.
Establish individual financial plans based on client financial 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 the branch manager and/or investment sales associate to lead branch-team actions that achieve 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.

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 and stock purchase plans
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs that are 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