Premier Client Advisor - PNC Wealth Management

PNC Bank•La Grange, IL

5d•Onsite

About The Position

As a Premier Client Advisor within PNC Wealth Management, the role is based in a Premier Client Branch in La Grange Park, Illinois, and manages an assigned book of business. The advisor provides investment and insurance guidance and develops personalized financial plans to help clients meet savings, investing, and retirement goals. PNC supports advisors with financial-planning experts, referrals, training, administrative support, and technology. The position is in-office; candidates are encouraged to discuss workplace expectations with the recruiter and hiring manager. PNC will not sponsor employment visas or participate in STEM OPT for this position. The advisor builds and retains investment and insurance business, delivers a strong client experience, and develops client relationships through networking and business development. The position also partners with branch staff and internal business partners to identify opportunities, generate referrals, and achieve investment results. The advisor must follow applicable laws, regulations, policies, and guidelines. The role typically requires 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, and FINRA Series 7 and Series 66 (or Series 63 and 65) licenses, as well as Life and Health Insurance licenses, are required. The position is incentive eligible.

Requirements

Typically requires a university or college degree and at least 2 years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered.
FINRA Series 7 and Series 66, or Series 63 and Series 65, licenses are required.
Life and Health Insurance licenses are 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, including using customer needs and satisfaction to create customized solutions.
Ability to assess and effectively manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

Consult 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 through 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 suitable products to support them.
Present financial recommendations and guidance to clients.
Establish 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-team actions toward investment results.
Lead by example and act with urgency.
Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
Meet regularly 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.
Comply with applicable laws, regulations, policies, and guidelines.
Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with 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 and 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.