Wealth Advisor - PNC Wealth Management

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. This role is based in Arizona, and PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

About the role

As a Wealth Advisor in PNC Wealth Management, you will consult on investment and insurance strategies, as well as the development of financial plans for clients. You will 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 business partners. This role involves business development, client networking, and maintaining strong relationships to drive client loyalty and share of wallet.

Responsibilities

• Acquire, expand, and maintain client relationships through business development and networking.
• Grow client loyalty and share of wallet by delivering an exceptional client experience.
• Apply product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies tailored to client needs.
• Determine the best financial products to support client strategies and present recommendations.
• Establish and monitor individual financial plans based on client objectives, adjusting as needed.
• Coach and educate internal business partners to identify investment opportunities and drive referral activity.
• Regularly communicate with internal partners to review business results and pipeline management.
• Meet service level agreements for 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).
• 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 (or 63, 65) licenses required.
• Life and Health Insurance licenses required.

Skills

• 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.

Benefits

• 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/parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days per year (depending on career level and years of service).

PNC fosters an inclusive and accessible workplace, providing reasonable accommodations to qualified individuals with disabilities. PNC is an equal opportunity employer and does not provide sponsorship for employment visas or participate in STEM OPT for this position.