Financial Advisor - 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.

Job : R225967

Gilbert, AZ

As a Financial Advisor within PNC Wealth Management, you will be based in a bank branch and work within a highly collaborative circuit of branches. You will manage an assigned book of business, executing 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, ensuring a holistic and strategic approach to client relationships.

PNC’s referral program and culture drive and encourage teamwork, resulting in branch partners having a vested interest in your success. A robust training program, administrative support and state‑of‑the‑art technology will elevate your career. 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.

• Consult on investment and insurance strategies and develop financial plans for clients, growing and retaining an investment and insurance book of business.
• Own the client experience by 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 networking, growing 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, determining the best products and presenting sound financial recommendations.
• Establish individual financial plans based on client needs and objectives, monitor plans and recommend changes as needed.
• 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, showing urgency and leading by example.
• Communicate regularly with branch manager and other internal partners to review business results and pipeline management, meeting service level agreements on lead and referral follow‑up.
• Adhere to all applicable laws, regulations, policies and guidelines.

PNC employees are expected 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.

• 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 or college degree, with 2+ years of relevant professional experience. A comparable combination of education, job‑specific certification(s) and experience (including military service) may be considered in lieu of a degree.

Bachelor's degree

No required…