Financial Advisor - PNC Wealth Management

About the role

PNC Wealth Management seeks a Financial Advisor to join our team in Gurnee, IL. The role involves consulting on investment and insurance strategies, developing financial plans, and managing a book of business. Advisors are expected to grow and retain a client base, coach and educate branch staff, and maintain strong relationships with internal and external partners.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners.
• 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.
• Maintains and monitors financial plans, recommending 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.
• Holds regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies, and guidelines.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Preferred skills include Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
• Competencies include 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, or a comparable combination of education, job-specific certification(s), and experience (including military service).
• Education: Bachelors.
• No required certification(s): FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Qualifications

• 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: Bachelors.
• No required certification(s): FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

PNC offers a comprehensive range of benefits to meet your needs now and in the future. Depending on your eligibility, options include medical/prescription drug coverage, dental and vision options, life insurance, short and long-term disability protection, a 401(k) with PNC match, pension and stock purchase plans, a dependent care reimbursement account, a back-up child/elder care program, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. In addition, PNC provides paid time off, including maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, between 15 to 25 vacation days, and years of service.

Pay

Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business, and/or individual performance.

Schedule

This role is full-time.