Financial Advisor - PNC Wealth Management

Position Overview As a Financial Advisor within PNC Wealth Management, you will be based at our Thorndale, PA location. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state-of-the-art technology designed to elevate your career. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Responsibilities Consult on investment and insurance strategies, as well as the development of financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making 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 through an exceptional client experience. Apply product and procedural knowledge to solve client problems appropriately and efficiently. Develop and implement investment and insurance strategies for clients. Determine the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client financial needs and objectives. Monitor financial plans and recommend changes as needed. Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results. Show urgency with activities and lead by example. Have regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meet with branch manager and other internal business partners to communicate and review business results and pipeline management. Meet service level agreements on lead and referral follow-up. Adhere to all applicable laws, regulations, policies and guidelines. Demonstrate customer-focused practices, managing risk, assessing and effectively managing all risks associated with business objectives and activities to support PNC's Enterprise Risk Management Framework. Qualifications Required Skills: 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, prospecting, sales tasks and activities, selling. Preferred Skills: 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, prospecting, sales tasks and activities, selling. Work Experience: Roles at this level typically require a university/college degree, with 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. Education: Bachelor’s degree. Licenses and Certifications: FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required. Benefits Medical/prescription drug coverage (with Health Savings Account) 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/elder care Adoption, surrogacy, and doula reimbursement Educational assistance, including select programs fully paid Robust wellness program with financial incentives Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15-25 vacation days depending on career level and years of service. EEO Statement PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents: Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose personal information in hiring practices. Disability Accommodations If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include 'accommodation request' in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Applicants may also call View phone number on click.appcast.io and say 'Workday' for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. #J-18808-Ljbffr PNC Financial Services Group, Inc.