Financial Advisor - PNC Wealth Management

Job Profile

CO Salary Range: USD 75,000. per year

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 and foster an inclusive workplace culture where employees feel respected, valued, and have opportunities to contribute to the company’s success.

This position is located in Denver, CO, within PNC Wealth Management. Financial Advisors work in a bank branch, collaborating closely with other branches to manage an assigned book of business. The role involves strategy development, client engagement, and support across investment and insurance solutions, guided by a comprehensive, holistic approach.

PNC is an in‑office company that promotes a supportive culture and encourages candidates to discuss expectations with recruiters and hiring managers. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Consult on investment and insurance strategies, as well as the development of 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, executing sales, and making referrals to internal business 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 appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients.
• Determine the 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 and regularly coach and educate branch staff and internal business partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• Lead the branch team on actions to achieve investment results in partnership with the branch manager and/or investment sales associate.
• Show urgency with activities and lead by example.
• Maintain regular and effective communication with internal and external partners to build strong referral relationships.
• 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.

• 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 to create customized solutions.
• Managing Risk:
  Assess and effectively manage all risks associated with business objectives and activities to ensure adherence to PNC’s Enterprise Risk Management Framework.

• 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

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.

Bachelor’s degree

None required.

FINRA Series 7 and 66 (or 63, 65) required;
Life and Health Insurance required.

Base Salary: $75,000.00 - $75,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. The role is incentive eligible with payment based upon company, business, and/or individual…