Financial Advisor - PNC Wealth Management

PNC•Fishers, IN

21h•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Fishers, IN. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. This role involves consulting on investment and insurance strategies, as well as the development of financial plans for clients. It focuses on growing and retaining an investment and insurance book of business, owning the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. The advisor acquires, expands and maintains client relationships through business development and client networking, growing client loyalty and share of wallet through an exceptional client experience. They apply product and procedural knowledge to solve client problems appropriately and efficiently, develop and implement investment and insurance strategies, determine the best products, and present sound financial recommendations and guidance. They establish individual financial plans based on client financial needs and objectives, monitor plans, and recommend changes as needed. The role also includes actively and regularly coaching and educating branch staff and internal business partners to identify investment opportunities, driving investment education and visibility among branch staff, and leading the branch team on actions to achieve investment results in partnership with the branch manager and/or investment sales associate. Urgency with activities and leading by example are expected, along with regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regular meetings with branch manager and other internal business partners to communicate and review business results and pipeline management are required, and service level agreements on lead and referral follow up must be met. Adherence to all applicable laws, regulations, policies and guidelines is also essential.

Requirements

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
University / college degree, with 2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.

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

Consults on investment and insurance strategies, as well as the development of financial plans for clients.
Grows and retains an investment and insurance book of business.
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking.
Grows client loyalty and share of wallet through an exceptional client experience.
Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients.
Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients.
Establishes individual financial plans based on client financial needs and objectives.
Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
Drives investment education and visibility among branch staff.
In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
Shows urgency with activities and leads by example.
Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
Meets service level agreements on lead and referral follow up.
Adheres to all applicable laws, regulations, policies and guidelines.

Benefits

Medical/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/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust 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
Between 15 to 25 vacation days each year, depending on career level; and years of service.
Time off
Learning and career development
Recognition