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 united in delivering the best experience for our customers. We foster an inclusive workplace culture where all employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management, you will be based in Bay City, MI. 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 opportunities and making referrals to internal business 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 appropriately and efficiently. Develop and implement investment and insurance strategies for clients. Determine best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client financial 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. In partnership with branch manager or investment sales associate, lead the branch team on actions to achieve investment results. Show urgency and lead by example. Communicate regularly with internal and external partners to build strong relationships that drive referral activity. Regularly meet with branch manager and other internal partners to communicate and 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. Employee Expectations 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 solutions. Managing Risk – Assess and manage all risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework. Qualifications Preferred skills include: Client prospecting Client relationship building Credit risk analysis Customer engagement Financial analysis Financial modeling Investment banking Public speaking Relationship building Relationship management Competencies include: Coaching others Customer experience management Customer retention Effective communications Interpersonal relationships Managing multiple priorities Prospecting Sales tasks and activities Selling Work experience: University/college degree and 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. Certifications: None required. Licenses: FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required. Visa & Sponsorship PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Benefits PNC offers a comprehensive range of benefits: 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; robust wellness program with financial incentives. PNC also provides paid time off: maternity and parental leave; up to 11 paid holidays each year; 9 occasional absence days per year; 15-25 vacation days per year depending on career level; and additional years of service. 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 or call View phone number on click.appcast.io and say “Workday.” All information provided will be kept confidential. 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 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 personal information in hiring practices. #J-18808-Ljbffr