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.

R225965

As a Financial Advisor within PNC Wealth Management, you will be based in Phoenix, AZ. Advisors are based within a bank branch and work within a highly collaborative circuit of branches managing an assigned book of business. We execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guides you in creating personalized solutions on behalf of you and your clients.

We provide robust training, 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.

• Consult on investment and insurance strategies, develop financial plans for clients, grow and retain an investment and insurance book of business, and own the client experience by efficiently handling sales and service.
• Acquire, expand and maintain client relationships through business development and networking, grow client loyalty and share of wallet through a superior client experience, and apply product and procedural knowledge to solve client problems.
• Develop and implement investment and insurance strategies, determine the best products, present sound financial recommendations, establish individual financial plans, monitor plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities, drive investment education among branch staff, and lead the branch team on actions to achieve investment results.
• Regularly meet with branch manager and other 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 and policies.

• 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 adherence to the Enterprise Risk Management Framework.

• 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

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.

Bachelors

No Required Certification(s)

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

PNC offers a comprehensive range of benefits including medical, prescription drug, dental and vision coverage, life insurance, short and long‑term disability protection, employer match 401(k), pension and stock purchase plans, dependent care reimbursement, back‑up child and elder care, adoption and surrogacy benefits, educational assistance, and a robust wellness program. Paid time off depends on eligibility: maternity/parental leave; up to 11 paid holidays;

9 occasional absence days; 15–25 vacation days; and years of service.

If an accommodation is required to participate in the application process, please contact us via email…