Financial Advisor - PNC Wealth Management

Position Overview

Financial Advisor – PNC Wealth Management, Huntsville, AL (Governor's Drive Branch). A corporate advisory role within PNC Investments that supports an assigned book of business in a highly collaborative, branch‑based environment.

• 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 and 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.

• Required Experience and Credentials:
  • 2+ years relevant professional experience or equivalent combination of education, certification, and experience.
  • Bachelor’s degree (or comparable education).
  • FINRA Series 7 and 66 (or 63, 65) certification.
  • Life and Health Insurance license required.
• Preferred Skills and
  
  Competencies:
  
  
  • 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

Includes medical/prescription drug coverage with a Health Savings Account, dental and vision, life insurance, short‑ and long‑term disability protection, 401(k) with employer match, paid time off, and additional programs.

If an accommodation is required to participate in the application process, please contact  Include “accommodation request” in the subject line and provide your name, the job , and preferred contact method. Call 877‑968‑7762 and say “Workday” for assistance.

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 FDIA and relevant FINRA regulations.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.