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About the Role

Financial Advisors at PNC Wealth Management are responsible for consulting on investment and insurance strategies, developing financial plans, and growing/retaining an investment and insurance book of business. They own the client experience, identify sales opportunities, and build client relationships through networking and business development. The role involves applying product knowledge, presenting financial recommendations, establishing financial plans, and monitoring them for necessary changes. Advisors also coach branch staff on investment opportunities and lead branch teams to achieve investment results, fostering strong relationships with internal and external partners to drive referral activity.

Responsibilities

Consults on investment and insurance strategies, as well as the development of 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 and/or executing 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.
Monitors financial plans and recommends 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 branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
Shows urgency with activities and leads by example.
Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
Meets service level agreements on lead and referral follow up.
Adheres to all applicable laws, regulations, policies and guidelines.

Requirements

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Skills

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
Coaching Others
Customer Experience Management
Customer Retention
Effective Communications
Interpersonal Relationships
Managing Multiple Priorities
Prospecting
Sales Tasks And Activities
Selling

Location

Ocean City, MD

Work Type

In-office

Experience Level

2+ years of relevant professional experience

Education Level

University/college degree
Bachelors

Salary/Compensations

$75,000.00 – $75,000.00
Incentive eligible with payment based upon company, business and/or individual performance.

Benefits

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
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
Between 15 to 25 vacation days each year, depending on career level and years of service

About the Company

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders.
We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.
Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
Being a great place to work means we are making a lasting difference for everyone we serve.
PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more.

Equal Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
At PNC we foster an inclusive and accessible workplace.
We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.