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About the Role
Financial Advisors at PNC Wealth Management are based within a bank branch and work within a collaborative circuit of branches, managing an assigned book of business. They execute an advice and planning strategy focused on helping clients meet savings, investing, and retirement goals. The role offers a robust training program, administrative support, and technology designed to elevate your career.
Responsibilities
- Consults on investment and insurance strategies, and the development of financial plans for clients.
- Grows and retains an investment and insurance book of business.
- Owns the client experience, handling sales and service, identifying opportunities, and making referrals.
- Acquires, expands, and maintains client relationships through business development and networking.
- Grows client loyalty and share of wallet through exceptional client experience.
- Applies product and procedural knowledge to solve client problems efficiently.
- Develops and implements investment and insurance strategies for clients.
- Determines the best products to support client strategies.
- Presents sound financial recommendations and guidance to clients.
- Establishes individual financial plans based on client needs and objectives.
- Monitors financial plans and recommends changes as needed.
- Coaches and educates branch staff and internal business partners to identify investment opportunities.
- Drives investment education and visibility among branch staff.
- Leads the branch team on actions to achieve investment results in partnership with branch manager and/or investment sales associate.
- Shows urgency with activities and leads by example.
- Communicates effectively with internal and external partners to build relationships that drive referral activity.
- Meets with branch manager and internal business partners to 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
- Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
- Able to leverage customer information in creating customized customer solutions.
- Able to assess and effectively manage all risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.
- FINRA Series 7 and 66 (or 63,65) required.
- Life and Health Insurance required.
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
- Austin, TX
Work Type
- In-office
Experience Level
- 2+ years of relevant professional experience
Education Level
- Bachelors
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
- 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.
- 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.
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.
- 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.
- Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.