Financial Advisor - PNC Wealth Management
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 and fostering an inclusive workplace culture where all employees feel respected, valued, and have opportunities to contribute to the company’s success.
About the role
As a Financial Advisor within PNC Wealth Management, you will be based at our Somerton, Philadelphia, PA location. Financial Advisors work within a collaborative network of bank branches and manage an assigned book of business, executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. The role involves a comprehensive, holistic approach to financial planning, supported by a robust training program, administrative assistance, and state-of-the-art technology. PNC is an in-office company that encourages teamwork and provides a supportive culture for career growth.
Responsibilities
- Consult on investment and insurance strategies, as well as develop financial plans for clients.
- Grow and retain an investment and insurance book of business while owning the client experience, handling sales and service, identifying opportunities, and making referrals to internal partners.
- Acquire, expand, and maintain client relationships through business development and networking.
- Apply product and procedural knowledge to solve client problems efficiently.
- Develop and implement investment and insurance strategies, presenting sound financial recommendations and guidance to clients.
- Establish and monitor individual financial plans based on client needs and objectives, recommending changes as needed.
- Coach and educate branch staff and internal partners to identify investment opportunities and drive investment education.
- Lead branch teams in partnership with managers to achieve investment results, demonstrating urgency and effective communication.
- Regularly review business results and pipeline management with branch managers and internal partners.
- Meet service level agreements on lead and referral follow-up while adhering to all applicable laws, regulations, policies, and guidelines.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience (including military service).
- Typically requires 2+ years of relevant professional experience.
- FINRA Series 7 and 66 (or 63, 65) licenses required.
- Life and Health Insurance license required.
Skills
- 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
Benefits
- Medical, prescription drug, dental, and vision coverage (with Health Savings Account option).
- 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 fully paid programs.
- Robust wellness program with financial incentives.
- Paid time off, including:
- Maternity and/or parental leave.
- Up to 11 paid holidays each year.
- 9 occasional absence days each year (unless otherwise required by law).
- 15 to 25 vacation days each year, depending on career level and years of service.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.