Premier Client Advisor - PNC Wealth Management
About The Position
As a Premier Client Advisor in PNC’s Wealth Management organization, the role is based in a Premier Client Branch and manages an assigned book of business. The advisor consults with clients on investment and insurance strategies and financial plans designed to support savings, investing, and retirement goals. The role grows and retains an investment and insurance book of business, owns the client experience, handles sales and service, identifies opportunities, and makes referrals to internal business partners as appropriate. The advisor acquires, expands, and maintains client relationships through business development and networking, and builds client loyalty and share of wallet through an exceptional client experience. The role develops and implements investment and insurance strategies, selects suitable products, presents financial recommendations, creates individual financial plans, and monitors plans for changes as clients’ needs evolve. The advisor coaches and educates branch staff and internal partners on identifying investment opportunities, promotes investment education and visibility, and partners with the Private Client Banker to lead the branch team toward investment results. The role maintains effective communication with internal and external partners, reviews business results and pipeline management with the branch manager and other partners, meets service-level agreements for lead and referral follow-up, and adheres to applicable laws, regulations, policies, and guidelines. PNC describes this as an in-office position. The position is incentive eligible, with compensation based on company, business, and/or individual performance. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.
Requirements
- Typically requires a university or college degree and at least 2 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 requirements.
- FINRA Series 7 and Series 66, or Series 63 and 65, required.
- Life and Health Insurance license required.
- Demonstrated competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
- Knowledgeable about customer-focused values and practices and able to use customer needs and satisfaction information to create customized customer solutions.
- Able 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.
- Manage the client experience by handling sales and service, identifying sales opportunities, executing opportunities, and making appropriate referrals to internal business partners.
- Acquire, expand, and maintain client relationships through business development and client networking.
- Build client loyalty and share of wallet by providing an exceptional client experience.
- Apply 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.
- Establish financial plans based on clients’ needs and objectives, monitor those plans, and recommend changes as needed.
- Coach and educate branch staff and internal business partners to identify investment opportunities.
- Drive investment education and visibility among branch staff.
- Partner with the Private Client Banker to lead branch-team actions toward investment results.
- Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
- 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 associated with business objectives and activities in line 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
