Financial Advisor

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. As a Financial Advisor within PNC Wealth Management, you will be based in West Windsor or Mercer Mall, NJ. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals.

Responsibilities

Consults on investment and insurance strategies and develops financial plans for clients; Grows and retains an investment and insurance book of business; Owns client experience, handling sales and service, identifying sales/executing opportunities and making referrals; Acquires, expands and maintains client relationships through business development and networking; Develops and implements investment and insurance strategies for clients; Establishes individual financial plans based on client needs and objectives; Monitors financial plans and recommends changes; Coaches and educates branch staff and internal partners to identify investment opportunities; Leads branch team actions to achieve investment results; Meets with branch manager and partners to review business results and pipeline; Meets service level agreements on lead and referral follow up; Adheres to applicable laws and regulations

Requirements

University/college degree with 2+ years of relevant professional experience; Bachelors degree; FINRA Series 7 and 66 (or 63,65); Life and Health Insurance; Coaching Others; Customer Experience Management; Customer Retention; Effective Communications; Interpersonal Relationships; Managing Multiple Priorities; Prospecting; Sales Tasks And Activities; Selling

Nice to have

Client Prospecting; Client Relationship Building; Credit Risk Analysis; Customer Engagement; Financial Analysis; Financial Modeling; Investment Banking; Public Speaking; Relationship Building; Relationship Management

Benefits

medical/prescription drug coverage with Health Savings Account; 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; wellness program with financial incentives; maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15 to 25 vacation days