Financial Advisor - PNC Wealth Management

Position Overview At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Financial Advisor within PNC Wealth Management , you will be based in the Talleyville Shopping Center, Wilmington, DE, working within a bank branch and managing an assigned book of business. Job Profile Financial 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 for clients. PNC Wealth Management offers robust training, administrative support, and state‑of‑the‑art technology. Job Description Consult on investment and insurance strategies, develop financial plans, grow and retain a book of business, own the client experience, and identify & execute opportunities. Acquire, expand, and maintain client relationships through development and networking, growing loyalty and share of wallet through an exceptional client experience. Develop and implement investment and insurance strategies, determine best products, present recommendations, establish individual plans, monitor plans, and recommend changes. Coach and educate branch staff and business partners to identify opportunities, lead the branch team, communicate regularly, and build strong relationships to drive referral activity. Meet with branch manager and internal partners to review results and pipeline, meet service level agreements on lead and referral follow‑up, and adhere to all applicable laws, regulations, policies, and guidelines. Expectations Customer Focused – Knowledgeable about values and practices that align customer needs and satisfaction as primary considerations in all business decisions. Managing Risk – Assess and manage all risks associated with business objectives and activities to support PNC’s Enterprise Risk Management Framework. Qualifications Education – Bachelor's degree or equivalent. Certifications – None required. Licenses – FINRA Series 7 and 66 (or 63, 65) required; Life and Health Insurance required. Work Experience – 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, certification, and experience may be considered. 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. Pay Transparency Base Salary: $75,000.00 - $75,000.00. Incentive eligible with compensation based on company, business, and/or individual performance. Benefits PNC offers a comprehensive range of benefits including medical, prescription drug, dental, vision, life insurance, short and long‑term disability, 401(k) with company match, pension and stock purchase plans, dependent care, child/elder care, adoption and surrogacy reimbursements, educational assistance, wellness program, and paid time off such as maternity/parental leave, holidays, vacation, and sick days. 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 with “accommodation request” in the subject line and include your name, the job ID, and your preferred method of contact. Phone calls can be made to View phone number on click.appcast.io and say “Workday.” All information is kept confidential and used only to provide needed 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 protected categories. This position is subject to 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 histories. California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr