Premier Client Advisor - PNC Wealth Management

PNC • Phoenix, AZ

1d • Onsite

About The Position

As a Premier Client Advisor within PNC Wealth Management, the employee is based in Phoenix, Arizona. Financial Advisors work within a collaborative network of bank branches and manage an assigned book of business. They provide advice and planning to help clients meet savings, investing, and retirement goals, supported by financial planning experts, a referral program, training, administrative support, and technology. PNC describes the role as in-office and encourages candidates to discuss workplace expectations with their recruiter and hiring manager.

The advisor consults with clients on investment and insurance strategies and financial plans, and grows and retains an investment and insurance book of business. The role owns the client experience through sales, service, identifying opportunities, and referrals to internal partners. Advisors develop and monitor personalized financial plans, recommend appropriate products and changes, build client relationships and loyalty, and collaborate with branch staff and business partners to generate investment referrals and achieve results. The position requires compliance with applicable laws, regulations, policies, and guidelines. PNC will not sponsor employment visas or participate in STEM OPT for this position.

Requirements

• Bachelor’s degree, or a comparable combination of education, job-specific certifications, and experience, including military service, in lieu of a degree.
• At least 2 years of relevant professional experience, or comparable qualifications considered in lieu of a degree.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Demonstrated knowledge, skills, and abilities in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
• Customer-focused approach, with the ability to prioritize customer needs and satisfaction and create customized solutions.
• Ability to assess and effectively manage business risks in support of PNC’s Enterprise Risk Management Framework.

Responsibilities

• Consult with clients on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business.
• Manage the client experience by handling sales and service, identifying 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 through an exceptional client experience.
• Use product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies, determine suitable products, and present financial recommendations and guidance.
• 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 and increase investment education and visibility.
• Partner with the Private Client Banker to lead branch actions that achieve investment results; demonstrate urgency and lead by example.
• Communicate regularly with internal and external partners to build relationships and drive referral activity.
• Meet with the branch manager and other internal business 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 accordance with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account option
• Dental insurance
• Vision coverage
• 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 per year
• 9 occasional absence days per year, unless otherwise required by law
• 15 to 25 vacation days per year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level