Financial Advisor - PNC Wealth Management
PNC, Louisville, KY, United States
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage. We work together each day to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.
Job Description
Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide clients in creating personalized solutions. The comprehensive, holistic and strategic approach keeps all parties aligned. PNC’s referral program and culture drive teamwork. We provide a robust training program, administrative support, and state‑of‑the‑art technology. At PNC Investments, we are passionate about our values and helping advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Louisville, KY.
Responsibilities
Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, own the client experience, efficiently handle sales and service, identify opportunities, and refer to internal partners.
Acquire, expand, and maintain client relationships through business development and networking; grow client loyalty and share of wallet through an exceptional client experience; apply product and procedural knowledge to solve client problems.
Develop and implement investment and insurance strategies; determine best products; present sound recommendations; establish individual financial plans; monitor plans and recommend changes.
Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility; lead the branch team toward results; communicate regularly with partners to build relationships that drive referrals.
Meet regularly with branch manager and partners to communicate business results and pipeline; meet service level agreements on lead and referral follow‑up; adhere to all applicable laws, regulations, policies, and guidelines.
Qualifications
PNC employees must be customer focused, knowledgeable of values that align customer needs, and able to create customized solutions. They must manage risk effectively and support PNC’s Enterprise Risk Management Framework.
Customer Focused – Knowledgeable of values that align customer needs.
Managing Risk – Assessing and managing risks associated with business objectives.
Preferred Skills
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Management
Competencies
Coaching Others
Customer Experience Management
Customer Retention
Effective Communications
Interpersonal Relationships
Managing Multiple Priorities
Prospecting
Sales Tasks And Activities
Selling
Work Experience
Roles at this level typically require a university/college degree with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, certification, and experience (including military service) may be considered.
Education
Bachelor’s degree.
Licenses
FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits including medical, prescription drug, dental, vision, life insurance, disability protection, 401(k) with match, pension, stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy, doula reimbursement, educational assistance, and a wellness program with financial incentives. Paid time off includes maternity/parental leave, 11 paid holidays, 9 occasional absence days, 15‑25 vacation days (depending on career level), and additional days for years of service.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com or call 877‑968‑7762. All information will be kept confidential and used only to the extent required to provide reasonable accommodations.
Equal Employment Opportunity (EEO)
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 protected categories. This position is subject to FDIA, SAFE Act, and FINRA requirements prohibiting the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose personal information in hiring practices.
#J-18808-Ljbffr
At PNC, our people are our greatest differentiator and competitive advantage. We work together each day to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.
Job Description
Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide clients in creating personalized solutions. The comprehensive, holistic and strategic approach keeps all parties aligned. PNC’s referral program and culture drive teamwork. We provide a robust training program, administrative support, and state‑of‑the‑art technology. At PNC Investments, we are passionate about our values and helping advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Louisville, KY.
Responsibilities
Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, own the client experience, efficiently handle sales and service, identify opportunities, and refer to internal partners.
Acquire, expand, and maintain client relationships through business development and networking; grow client loyalty and share of wallet through an exceptional client experience; apply product and procedural knowledge to solve client problems.
Develop and implement investment and insurance strategies; determine best products; present sound recommendations; establish individual financial plans; monitor plans and recommend changes.
Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility; lead the branch team toward results; communicate regularly with partners to build relationships that drive referrals.
Meet regularly with branch manager and partners to communicate business results and pipeline; meet service level agreements on lead and referral follow‑up; adhere to all applicable laws, regulations, policies, and guidelines.
Qualifications
PNC employees must be customer focused, knowledgeable of values that align customer needs, and able to create customized solutions. They must manage risk effectively and support PNC’s Enterprise Risk Management Framework.
Customer Focused – Knowledgeable of values that align customer needs.
Managing Risk – Assessing and managing risks associated with business objectives.
Preferred Skills
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Management
Competencies
Coaching Others
Customer Experience Management
Customer Retention
Effective Communications
Interpersonal Relationships
Managing Multiple Priorities
Prospecting
Sales Tasks And Activities
Selling
Work Experience
Roles at this level typically require a university/college degree with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, certification, and experience (including military service) may be considered.
Education
Bachelor’s degree.
Licenses
FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits including medical, prescription drug, dental, vision, life insurance, disability protection, 401(k) with match, pension, stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy, doula reimbursement, educational assistance, and a wellness program with financial incentives. Paid time off includes maternity/parental leave, 11 paid holidays, 9 occasional absence days, 15‑25 vacation days (depending on career level), and additional days for years of service.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com or call 877‑968‑7762. All information will be kept confidential and used only to the extent required to provide reasonable accommodations.
Equal Employment Opportunity (EEO)
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 protected categories. This position is subject to FDIA, SAFE Act, and FINRA requirements prohibiting the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose personal information in hiring practices.
#J-18808-Ljbffr