Financial Advisor - PNC Wealth Management

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Gilbert, AZ and work within a highly collaborative circuit of branches managing an assigned book of business. The role focuses on helping clients meet savings, investing and retirement goals through personalized solutions. 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 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 efficiently. Develop and implement investment and insurance strategies for clients, determining best products to support those strategies. 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, in partnership with the branch manager or investment sales associate, to achieve investment results. Show urgency with activities and lead by example. Maintain regular, effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meet with branch manager and other 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 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: 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience (including military service) considered. Education: Bachelor’s degree. Licenses: FINRA Series 7 and 66 (or 63, 65) required; Life and Health Insurance required. Benefits Medical, prescription drug, dental, and vision coverage (including a Health Savings Account). Employee, spouse, and child life insurance. Short-term 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, including select fully paid programs. Robust wellness program with financial incentives. Paid time off: maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15-25 vacation days per year, depending on level and tenure. 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 with "accommodation request" in the subject line and include your name, the job ID, and your preferred method of contact. Call View phone number on click.appcast.io and say "Workday" for assistance. All information provided will be kept confidential and used only to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace and provides reasonable accommodations to qualified applicants with a disability. 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 categories protected by law. This position is subject to the requirements of Section 19 of the FDIA and SAFE Act and FINRA regulations, which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr