Financial Advisor – PNC Investments

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 Relations, 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 < 1 year of professional experience and / or successful completion of a formal development program.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

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; 8 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 >

New to PNC.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . 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 877-968-7762 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.

California Residents

Refer to the to gain understanding of how PNC may use or disclose your personal information in our hiring practices.