Premier Client Advisor - PNC Wealth Management

About the role

PNC Wealth Management seeks a Premier Client Advisor to join our team in Clarks Summit, PA. This role is based within a Premier Client Branch and involves managing an assigned book of business, executing an advice and planning strategy, and fostering client relationships.

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 as appropriate.
• 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 Private Client Banker, 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.
• Maintains regular meetings with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Maintains service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies, and guidelines.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
• Competencies: 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.
• 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: 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 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. In addition, PNC generally provides the following paid time off, depending on your 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.