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 the opportunity to contribute to the company’s success.

As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches while managing an assigned book of business. PNC Management 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.

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 by handling sales and service efficiently, identifying sales 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 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.

In partnership with branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results. Show urgency in activities and lead by example.

Maintain regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meet with branch manager and other internal business 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.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Key skills and competencies include:

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Management
• 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:

Bachelor’s degree required.

Certifications:

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

PNC offers a comprehensive range of benefits to help meet your needs now and in the future:

• 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
• Robust wellness program with financial incentives

Pa…