Financial Advisor - PNC Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage. As a Financial Advisor with PNC Wealth Management, you will be based in Northbrook, IN, working within a bank branch and collaborating with others to manage an assigned book of business. PNC Wealth Management advisors develop advice and planning strategies to help clients meet savings, investing, and retirement goals, and our team of financial planning experts guides you in creating personalized solutions for clients.

We provide a robust training program, administrative support, and state‑of‑the‑art technology designed to 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 the 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 investment and insurance strategies and develop financial plans for clients.

Grow and retain an investment and insurance book of business. Own the client experience by efficiently handling sales and service, identifying and executing opportunities, and making referrals to internal business partners as appropriate.

Acquire, expand, and maintain client relationships through business development and client networking to grow client loyalty and share of wallet via 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, and present sound financial recommendations and guidance.

Establish individual financial plans based on client financial needs and objectives, monitor those plans, and recommend changes as needed.

Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities and drive investment education and visibility among branch staff.

In partnership with the branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results, show urgency with 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 the 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 and adhere to all applicable laws, regulations, policies, and guidelines.

• 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
• Work Experience:
  
  2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience (including military service)
• Bachelor’s Degree (or equivalent)
• Licenses: FINRA Series 7 and 66 (or 63/65) required;
  Life and Health Insurance required
• Customer Focused: knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in business decisions
• Managing Risk: assess and effectively manage all risks associated with business objectives and activities in support of PNC’s Enterprise Risk Management Framework

• Medical/prescription drug coverage (Health Savings Account available)
• 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; backup child/elder care; adoption, surrogacy, and doula reimbursement
• Educational assistance (selected programs fully paid)
• Robust wellness program with financial…