Financial Advisor - PNC Wealth Management

PNC

# Financial Advisor - PNC Wealth ManagementApplylocations: Governors Drive (AL141)time type: Full timeposted on: Posted Todayjob requisition id: R226363# **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. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments 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. At PNC Investments, we are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Huntsville, AL at the Governor's Drive Branch.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, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and 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 to continue building upon that we expect our employees to be:* **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.# **Qualifications**Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.## **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 / 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**Bachelors## **Certifications**No Required Certification(s)## **Licenses**FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), 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; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.# # **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. 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. Emails not related to accommodation requests will not receive responses. 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.# **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.
J-18808-Ljbffr PNC

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor - PNC Wealth Management in Huntsville, AL vacancy

Financial Advisor - PNC Wealth Management
...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive... ...'s success. Financial Advisors work within a highly collaborative... ...of bank branches and manage an assigned book of... ...Financial Advisor within PNC Wealth Management, you will be based...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Huntsville, AL
2 days ago
Wealth Advisor - PNC Wealth Management
...AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest... ...contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Alabama.PNC is... ..., as well as the development of financial plans for clients. Grows and retains...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
The PNC Financial Services Group
Huntsville, AL
5 days ago
Senior FP&A Analyst
...team!Job SummaryWe are seeking a highly analytical and business-oriented Senior Financial Analyst to support financial planning, reporting, workforce planning, and operating expense management across Adtran's corporate functions. This role will partner closely with...
Suggested
ADTRAN
Huntsville, AL
4 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...guidance to military families on managing day-to-day finances, building lifetime... ...includes: Savings/banking Investments/wealth management Insurance/risk management...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Huntsville, AL
3 days ago
Financial Advisor
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...term financial goals: retirement, building wealth, estate strategies, funding education...
Suggested
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Huntsville, AL
5 days ago
PMO Support, Functional and Operational Strategy and Transformation x Finance Operate Consultant
...Our Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute... ...relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong...
Work at office
Local area
Deloitte
Huntsville, AL
7 days ago
Financial Management Specialist
...Summary As a Financial Management Specialist with the Enterprise Data Analytics Office, you will lead professionals in developing Power Platform solutions and data integration tools for efficient financial analysis. You will translate executive requirements into...
Permanent employment
Full time
Temporary work
Part time
Work at office
Local area
Moffett Field
Huntsville, AL
2 days ago
Teller Supervisor
...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...guidance and assistance to teller staff as requested by the Teller Manager such as transaction approvals, resolution of customer service...
For contractors
Work at office
Local area
Flexible hours
First Financial Bancorp
Huntsville, AL
3 days ago
Financial Management Specialist
...Description Lead digital transformation for the Office of the Chief Financial Officer (OCFO) by modernizing legacy financial reporting with... ..., providing training and mentorship to upskill the financial management workforce in modern analytical capabilities. Serve as...
Work at office
NASA
Huntsville, AL
3 days ago
Financial Management Specialist
...Financial Management Specialist As a Financial Management Specialist with the Enterprise Data Analytics Office, you will lead professionals in developing Power Platform solutions and data integration tools for efficient financial analysis. You will translate executive...
Work at office
US Government Jobs
Huntsville, AL
3 days ago
Wealth Advisor II
...description: Serve as primary relationship advisor for high net worth wealth clients. Responsible for developing and... ...to provide comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory...
Full time
Part time
Work at office
Local area
Shift work
Day shift
Truist Bank
Huntsville, AL
1 day ago
Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who... ..., client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer:...
Full time
Work at office
Flexible hours
Bankers Life
Huntsville, AL
4 days ago
Financial Advisor
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
Full time
Prudential Financial
Huntsville, AL
23 hours ago
Financial Analyst
...Description Summary: . This role will analyze program activities such as acquisition program planning, proposal pricing, financial management, cost analysis and other tasks. Job Description: Analyzes, evaluates, and assists in development and maintenance of...
For subcontractor
Aviagen Group
Huntsville, AL
4 days ago
Senior Financial Analyst
...MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense Agency (MDA) customer. The analysts... ...appropriations Understanding and application of relevant Financial Management Regulations and OMB Circular A-11 Justification and...
Full time
Temporary work
Flexible hours
MDW Associates, LLC
Huntsville, AL
5 days ago
Senior Financial Analyst
$92.3k - $166.85k
...Leidos Digital Sector has an immediate opening for a Senior Financial Analyst to support NASA End-user Service and Technology (NEST)... ...work in a fast-paced and diverse environment and will have a management team that encourages your career development and growth. This...
Contract work
For subcontractor
Work at office
Local area
Immediate start
Remote work
Leidos
Huntsville, AL
3 days ago
Financial Analyst
...Financial AnalystFull Time - OnsiteThe Financial Analyst provides professional financial management support to the Government customer in the execution, reconciliation, reporting, and audit readiness of appropriated funds supporting the Tactical Aviation and Ground Munitions...
Contract work
Temporary work
For contractors
For subcontractor
Seasonal work
Work at office
Flexible hours
Thompson Gray
Huntsville, AL
1 day ago
Financial Improvement Audit Readiness Specialist
...Accounting ConsultingTravel Required:Up to 10%Clearance Required:Active SecretWhat You Will Do:Guidehouse is currently seeking financial management professionals in support of our Department of Defense client. These teammates will bring a vast range of experiences across...
Full time
Work at office
Flexible hours
Guidehouse
Huntsville, AL
7 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Huntsville, AL
5 days ago
Financial Advisor
...but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business...
Work at office
Pinnacle Bank
Huntsville, AL
3 days ago
Financial Advisor
...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are... ...client services, or client-facing roles \n • Excellent time-management skills \n • Desire for continuous learning \n \n What...
Work at office
Flexible hours
Bankers Life
Huntsville, AL
20 days ago
Lead Teller Governors Drive
...Position Overview At PNC our people are our greatest differentiator and competitive... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...customer experience aimed at improving customer financial wellbeing and creating loyalty while...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Bank
Huntsville, AL
18 days ago
Financial Management Analyst
...Financial Management AnalystKBR is seeking a Financial Management Analyst to support a complex portfolio of international security cooperation and acquisition programs in Huntsville, Alabama. This position serves as a subject matter expert in financial management and...
Local area
KBR
Huntsville, AL
5 days ago
Acquisition Contracting Specialist
...Beavercreek, OH. We have earned national and regional awards in the Department of Defense for our proven IT, Engineering, and Program Management capabilities. We are committed to working with exceptional quality and professionalism to deliver excellence to our customers,...
Full time
Contract work
Work at office
Local area
BTAS
Huntsville, AL
1 day ago
Manager, AI Risk & Validation
$141.2k - $278.3k
Position Summary Manager, AI Risk & Validation Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted... ...you’ll do As a Manager Risk and Forensic on the Regulatory & Financial Risk team, you will be responsible for: Leading the design,...
Local area
Visa sponsorship
Deloitte
Huntsville, AL
3 days ago
Financial Services Coordinator
...a position.Essential Duties and ResponsibilitiesSubmit timely financial and progress reports and success stories (i.e., project description... ..., videos, and recipient testimonials where feasible).Manage project risk through ongoing monitoring, project tracking, and...
Full time
Temporary work
Work at office
Flexible hours
Night shift
Weekend work
Afternoon shift
Alabama A&M University
Huntsville, AL
3 days ago
Senior Acquisition Specialist
...Department of Defense for our proven IT, Engineering, and Program Management capabilities. We are committed to working with exceptional... .... Highly knowledgeable in Air Force contracting and Air Force financial management. Highly knowledgeable in acquisition program...
Full time
Contract work
For contractors
Work at office
Local area
BTAS, Inc.
Huntsville, AL
2 days ago
Private Banking Relationship Manager at First Horizon Bank Huntsville, AL
...Private Banking Relationship Manager at First Horizon Bank, Huntsville, AL. Description... ...loan portfolios, providing clients with wealth management and treasury management... ...identifying and marketing to prospects, analyzing financial data and needs, and cross‑selling...
Null Corporation
Huntsville, AL
2 days ago
Teller - Governors Drive
# **Position Overview**At PNC, our people are our greatest differentiator and competitive... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Huntsville, AL
4 days ago
Senior Acquisition Operations Specialist
...organization in Huntsville, Alabama. This position serves as a senior advisor supporting acquisition planning, program oversight, reporting,... ...candidate will work closely with PMO leadership, program managers, and government stakeholders to facilitate acquisition reviews,...
Local area
KBR Careers
Huntsville, AL
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - PNC Wealth Management. Be the first to apply!