Financial Advisor - PNC Wealth Management

Job Profile Financial Advisor within PNC Wealth Management based in Prince Frederick, MD. Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers, fostering an inclusive workplace culture where every employee feels respected, valued and has an opportunity to contribute to the company’s success. PNC Wealth Management delivers advice and planning strategies focused on helping clients meet their savings, investing and retirement goals. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches. They manage an assigned book of business, execute advice and planning strategies, and provide a robust training program, administrative support and state-of-the-art technology. 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 Description Consults on investment and insurance strategies, and develops financial plans for clients; grows and retains an investment and insurance book of business, owns the client experience, handles sales and service efficiently, and makes referrals to internal partners. Acquires, expands and maintains client relationships through business development and client networking; grows client loyalty and share of wallet through an exceptional client experience. Develops and implements investment and insurance strategies for clients; determines the best products to support such strategies; presents sound financial recommendations; establishes individual financial plans based on client needs and objectives; monitors plans and recommends changes as needed. Coaches and educates branch staff and internal partners to identify investment opportunities; drives investment education and visibility among staff; leads the branch team on actions to achieve investment results; communicates regularly with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal partners to review business results and pipeline management; meets service-level agreements on lead and referral follow-up; adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and expect employees to be: Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations and able to leverage that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all risks associated with business objectives and activities to ensure compliance with PNC’s Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role, including required certifications and licenses as outlined below. Preferred Skills Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management Competencies 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 or college degree and 2 or more 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. Certifications No required certifications. Licenses FINRA Series 7 and 66 (or 63/65) required; Life and Health Insurance required. Pay Transparency Base Salary: $75,000.00 per year. Salaries may vary based on geographic location, market data and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business and/or individual performance. Benefits PNC offers a comprehensive range of benefits including medical and prescription drug coverage with a Health Savings Account, dental and vision options, employee, spouse and child life insurance, short- and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy and doula reimbursement, educational assistance for select programs fully paid, and a robust wellness program with financial incentives. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Include accommodation request in the subject line and your name, the job ID, and preferred method of contact in the email body. All information will be kept confidential and used only to provide required accommodations. Equal Employment Opportunity (EEO) 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr Mmbba