Wealth Advisor - PNC Wealth Management

About the role

As a Wealth Advisor in PNC Wealth Management, you will be based in Northwest Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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, determining 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, monitoring and recommending changes as needed.
• Actively and regularly coach and educate internal business partners to identify investment opportunities.
• Drive investment education and visibility among internal business partners, showing urgency with activities and leading by example.
• Maintain regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meet with 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.

PNC Employees take pride in our reputation and are expected to be customer-focused, managing risk while aligning customer needs and satisfaction as primary considerations in all business decisions.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certification(s), 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 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

Competencies:

• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling

Pay

Base Salary: $63,750.00 – $106,250.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.

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, including:
• 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.