Premier Client Advisor - PNC Wealth Management
About The Position
As a Premier Client Advisor in PNC's Wealth Management organization, based in Clarendon Hills, Illinois, you will manage an assigned book of business within a Premier Client Branch. You will provide advice and planning to help clients meet savings, investing, and retirement goals, drawing on financial planning expertise, administrative support, training, referral partnerships, and technology. The role is in-office; candidates are encouraged to discuss workplace expectations with their recruiter and hiring manager. You will consult with clients on investment and insurance strategies and financial plans, grow and retain an investment and insurance book of business, and own the client experience across sales and service. You will develop personalized recommendations, monitor plans and recommend updates, build client relationships and loyalty, and work with branch staff and internal partners to identify opportunities and support investment results. The role also requires managing referrals and business pipelines and complying with applicable laws, regulations, policies, and guidelines. The role typically requires a bachelor's degree and at least two years of relevant professional experience, or a comparable combination of education, certifications, and experience. FINRA Series 7 and 66 (or 63 and 65) licenses and Life and Health Insurance are required. The position is incentive eligible, with incentive payments based on company, business, and/or individual performance. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.
Requirements
- Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
- At least 2 years of relevant professional experience, or a comparable combination of education, certifications, and experience.
- FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
- Life and Health Insurance license.
- Demonstrated competencies in coaching others, customer experience management, customer retention, effective communication, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
- Customer focus and the ability to align business decisions with customer needs and satisfaction.
- Ability to assess and effectively manage risks associated with business objectives and activities.
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 while managing sales and service and identifying opportunities or making referrals to internal partners.
- Acquire, expand, and maintain client relationships through business development and networking.
- Build client loyalty and share of wallet through an exceptional client experience; use product and procedural knowledge to resolve client problems appropriately and efficiently.
- Develop and implement investment and insurance strategies, determine appropriate products, and present financial recommendations and guidance.
- Establish financial plans based on clients’ needs and objectives, monitor the 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 toward investment results, demonstrate urgency, and lead by example.
- Communicate regularly with internal and external partners to build relationships and generate referrals.
- Meet with the branch manager 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 in accordance with PNC’s Enterprise Risk Management Framework.
Benefits
- Medical and prescription drug coverage, including a Health Savings Account feature
- Dental insurance
- Vision insurance
- 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
