Financial Advisor - PNC Wealth Management

PNC•Shively, KY

7d•Onsite

About The Position

The Financial Advisor works within PNC Wealth Management at a bank branch, collaborating across a circuit of branches while managing an assigned book of business. The role uses an advice and planning strategy to help clients meet savings, investment, and retirement goals, with support from financial planning experts, branch partners, administrative staff, training, and technology. This is an in-office position based at PNC’s Rockford Lane location in Shively, Kentucky. The advisor consults with clients on investment and insurance strategies and financial plans, grows and retains a book of business, and owns the client experience across sales and service. The role develops client relationships through business development and networking, creates and monitors individualized financial plans, recommends suitable products and changes, and works closely with branch staff and internal partners to identify opportunities and generate referrals. The advisor also reviews results and pipeline activity, follows up on leads and referrals within service-level agreements, and complies with applicable laws, regulations, policies, and guidelines. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires a university or college degree and 2 or more 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 appropriate knowledge, skills, and abilities for the role.
Customer-focused approach and ability to create customized customer solutions.
Ability to assess and manage business risks 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
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.
Manage the client experience, handle sales and service, identify sales opportunities, and make 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 through an exceptional client experience; apply product and procedural knowledge to resolve client problems efficiently.
Develop and implement investment and insurance strategies, determine suitable products, and present financial recommendations and guidance.
Establish individualized financial plans based on client needs and objectives, monitor plans, and recommend changes as needed.
Coach and educate branch staff and internal partners to help 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.
Communicate regularly and 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.
Adhere to applicable laws, regulations, policies, and guidelines.
Assess and manage risks associated with business objectives and activities in alignment 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