Premier Client Advisor

PNC · Centennial, CO · 2 wk ago

On-siteBusiness Development$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 role is based in Centennial, CO, and operates in-office within a supportive culture that encourages work-life balance.

About the role

As a Premier Client Advisor within PNC's Wealth Management organization, you will consult on investment and insurance strategies, develop financial plans, 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 partners. The role involves business development, client networking, and maintaining strong client relationships to grow loyalty and share of wallet.

Responsibilities

Consult with clients on investment and insurance strategies, presenting sound financial recommendations and guidance.
Develop and implement financial plans based on client needs and objectives, monitoring and adjusting as needed.
Acquire, expand, and maintain client relationships through business development and networking.
Coach and educate branch staff and internal partners to identify investment opportunities and drive results.
Lead branch teams in partnership with Private Client Bankers to achieve investment goals.
Regularly communicate with branch managers and internal partners to review business results and pipeline management.
Adhere to service level agreements for lead and referral follow-up.
Comply with all applicable laws, regulations, policies, and guidelines.
Demonstrate customer focus, risk management, and alignment with PNC’s values and practices.

Requirements

Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience (including military service).
Typically 2+ years of relevant professional experience.
FINRA Series 7 and 66 (or 63, 65) licenses required.
Life and Health Insurance license required.
PNC does not provide sponsorship for employment visas or participate in STEM OPT for this position.

Skills

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 full-time employees, including:

Medical, prescription drug, dental, and vision coverage (with 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.
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.