PNC is a diversified financial services and banking company with career opportunities spanning roles across its organization. Its workplace approach emphasizes inclusion, accessibility, diversity, and community involvement, with recruiting pathways for students, graduates, and veterans. PNC also highlights its commitment to equal opportunity and compliance with employment laws, making its careers relevant to candidates seeking a large financial-services employer with a broad range of professional possibilities.
Financial Advisor, PNC Wealth Management — On-Site in Montgomery
Advise PNC clients on investment, insurance, and retirement planning while building client relationships. Manage and grow an investment and insurance book of business.
Description
- Develop client financial plans and advise on investment and insurance strategies.
- Build and retain a portfolio of investment and insurance business.
- Manage client sales and service, identify opportunities, and refer clients to internal partners.
- Build and maintain client relationships through business development and networking.
- Strengthen client loyalty and share of wallet through strong service.
- Use product and process knowledge to resolve client concerns.
- Recommend suitable products and implement investment and insurance strategies.
- Present financial guidance and recommendations to clients.
- Create and update financial plans in line with each client’s needs and goals.
- Train and support branch staff and internal partners in identifying investment opportunities.
- Promote investment awareness and education among branch staff.
- Work with the branch manager and/or investment sales associate to lead actions that achieve investment goals.
- Build relationships and generate referrals through communication with internal and external partners.
- Review business performance and pipeline activity with the branch manager and internal partners.
- Follow service-level agreements for lead and referral follow-up.
- Comply with applicable laws, regulations, policies, and guidelines.
Requirements
- A university or college degree is generally required; an equivalent combination of education, relevant certifications, and experience may be considered instead.
- At least two years of relevant professional experience.
- A bachelor’s degree is listed in the education requirements.
- FINRA Series 7 and Series 66, or Series 63 and 65, are required.
- Life and Health Insurance is required.
- Knowledge of client prospecting, relationship development and management, credit risk analysis, customer engagement, financial analysis and modeling, investment banking, and public speaking.
- Ability to coach others, manage customer experience and retention, communicate effectively, handle competing priorities, prospect, carry out sales activities, and sell.
- Employment visa sponsorship and STEM OPT participation are not available.
Benefits
- Medical and prescription drug coverage with a Health Savings Account feature.
- Dental and vision plan options.
- Life insurance for employees and their spouses or children.
- Short- and long-term disability coverage.
- 401(k) plan with a PNC match.
- Pension plan.
- Stock purchase plan.
- Dependent care reimbursement account.
- Backup care for children and older adults.
- Reimbursement for adoption, surrogacy, and doula services.
- Educational assistance, including select fully funded programs.
- Wellness program with financial incentives.
- Maternity and/or parental leave.
- Up to 11 paid holidays per year.
- Nine occasional absence days per year.
- 15 to 25 vacation days per year, depending on career level.
- Benefits tied to years of service.