Financial Advisor - PNC Wealth Management

PNC•Milford, OH

6d•$52,500 - $87,500•Onsite

About The Position

As a Financial Advisor in PNC Wealth Management, the employee is based in a bank branch and works collaboratively across a circuit of branches while managing an assigned book of business. The role provides investment, insurance, and financial-planning advice to help clients meet savings, investing, and retirement goals. Advisors receive support from financial-planning experts, branch partners, administrative staff, training, and technology. This position is based at PNC’s Milford, Ohio location, and PNC describes itself as an in-office company. The advisor grows and retains an investment and insurance book of business, develops client relationships, and owns the client experience across sales and service. The role develops personalized financial plans and investment and insurance strategies, makes recommendations, monitors plans, and adjusts them as client needs change. Advisors also work with branch staff and internal business partners to identify opportunities, generate referrals, and achieve investment results, while complying 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 Series 66 (or Series 63 and 65) licenses, as well as Life and Health Insurance, are required. The role has a base salary range of $52,500 to $87,500 and is incentive eligible, with incentive payment based on company, business, and/or individual performance. The posting states that PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certification(s), 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 licenses, or Series 63 and Series 65 licenses, required.
Life and Health Insurance license required.
Appropriate knowledge, skills, and abilities for the role.
Ability to focus on customer needs and satisfaction and create customized customer solutions.
Ability to assess and 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
Sales tasks and activities
Selling

Responsibilities

Consult on investment and insurance strategies and develop financial plans for clients.
Grow and retain an investment and insurance book of business.
Manage the client experience, handle sales and service, identify sales opportunities, execute opportunities, and make 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 by providing an exceptional client experience.
Apply product and procedural knowledge to resolve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies and determine products to support those strategies.
Present financial recommendations and guidance, and establish plans based on clients’ financial needs and objectives.
Monitor financial 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 branch managers and/or investment sales associates to lead branch-team actions that achieve investment results.
Communicate regularly with internal and external partners to build relationships and drive referrals.
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 associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.
Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.

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 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