Financial Advisor

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.

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

University/college degree with 2+ years of relevant professional experience; In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered; Bachelors; 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 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