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 customer experience while fostering an inclusive workplace where all employees feel respected, valued, and empowered. As a Financial Advisor in PNC Wealth Management, you will be based in Ballantyne, Charlotte, NC. Financial Advisors work within a bank branch, managing a book of business while collaborating closely with other branches. PNC’s management advisors focus on helping clients meet savings, investing, and retirement goals. Our team of planning experts guides the creation of personalized solutions on behalf of clients. PNC provides robust training, administrative support, and state‑of‑the‑art technology to elevate your career. We are an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Job Description Consult on investment and insurance strategies and develop financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, efficiently handling sales and service, identifying and executing opportunities, and making referrals to internal partners. Acquire, expand, and maintain client relationships through business development and networking. Grow client loyalty and share of wallet through an exceptional client experience. Apply product and procedural knowledge to solve client problems efficiently. Develop and implement investment and insurance strategies for clients. Determine the best products to support each strategy. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client needs and objectives. Monitor financial plans and recommend changes as needed. Actively coach and educate branch staff and internal partners to identify investment opportunities. Drive investment education and visibility among branch staff. Lead the branch team with the manager and/or investment sales associate to achieve investment results. Show urgency with activities and lead by example. Maintain regular communication with internal and external partners to build strong referral relationships. Regularly meet with the manager and partners to 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. Qualifications Preferred Skills: Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Management Coaching Others Customer Experience Management Customer Retention Effective Communications Interpersonal Relationships Managing Multiple Priorities Prospecting Sales Tasks And Activities Selling Work Experience: 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 from a university or college. Certifications and Licenses: FINRA Series 7 and 66 (or Series 63, 65) required. Life and Health Insurance required. Benefits Medical and prescription drug coverage with a Health Savings Account. Dental and vision options. Employee and spouse/child life insurance. Short‑term and long‑term disability protection. 401(k) with PNC match, pension, and stock purchase plans. Dependent care reimbursement account. Backup child/elder care assistance. Adoption, surrogacy, and doula reimbursement. Educational assistance for 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. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us at View email address on click.appcast.io. Include the subject line "accommodation request" and your name, job ID, and preferred contact method. Emails not related to accommodation requests will not receive responses. Call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. Equal Employment Opportunity 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 the requirements of Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or FINRA regulations, which prohibit hiring individuals with certain criminal history. California residents should review the California Consumer Privacy Act privacy notice for how PNC may use or disclose personal information in hiring practices. #J-18808-Ljbffr