Investment Advisor

PNC · Arvada, CO · 2 wk ago

On-siteFinance$58k–$96k/yrFull-time

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. This is an in-office role based in Arvada, CO. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

About the role

As an Investment Advisor within PNC's Wealth Management organization, you will consult on investment and insurance strategies, develop financial plans for clients, and grow and retain an investment and insurance book of business. You will own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners. This role involves business development, client networking, and maintaining strong client relationships to grow loyalty and share of wallet.

Responsibilities

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 tailored to client needs and objectives.
Present sound financial recommendations and guidance to clients.
Establish and monitor individual financial plans, recommending changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities.
Drive investment education and visibility among branch staff, leading by example.
Partner with branch managers and investment sales associates to achieve investment results.
Regularly communicate with internal partners to 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.

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

Pay

Base Salary: $57,750.00 – $96,250.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible, with payment based on company, business, and/or individual performance.

Benefits

PNC offers a comprehensive range of benefits for eligible employees, including:

Medical, prescription drug, dental, and vision coverage (with a Health Savings Account feature).
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.
A 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.