Financial Advisor - PNC Wealth Management
Financial Advisor within PNC Wealth Management based in Austin, TX. Bi-lingual Spanish preferred. PNC is an in-office company and will not provide sponsorship for employment visas or participate in STEM OPT for this position.
About the Role
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches, managing an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic, and strategic approach keeps all parties on the same side of the table. PNC's referral program and culture drive and encourage teamwork, resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support, and state-of-the-art technology designed to elevate your career.
Responsibilities
- Consult on investment and insurance strategies, as well as the development of financial plans for clients.
- Grow and retain an investment and insurance book of business.
- Own the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners as appropriate.
- Acquire, expand, and maintain client relationships through business development and client networking.
- Grow client loyalty and share of wallet through 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.
- Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client financial needs and objectives.
- Monitor financial plans and recommend changes as needed.
- Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities. Drive investment education and visibility among branch staff.
- In partnership with 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.
- Have regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
- Regularly meet with 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.
- Adhere to all applicable laws, regulations, policies, and guidelines.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are the skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
- Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
- Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.
- Work Experience: 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.
Certifications and Licenses
- No required certifications.
- Required Licenses: FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:
- Medical/prescription drug coverage (with a Health Savings Account feature), 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
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
Paid time off, depending on eligibility:
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service