Work in an in-office environment with a supportive culture that helps you build client relationships and deliver advice alongside a collaborative branch network. Based in Amelia Island, FL, this Financial Advisor role offers a structured way to grow an investment and insurance book of business while focusing on helping clients pursue savings, investing, and retirement goals. PNC Wealth Management operates in-office and fosters balance so employees can thrive.
Responsibilities
- Consult on investment and insurance strategies, including developing and maintaining financial plans for clients.
- Develop, implement, and regularly monitor investment and insurance recommendations; recommend plan changes when needed.
- Establish and maintain individual financial plans aligned to client needs and objectives.
- Grow and retain an investment and insurance book of business through client networking, business development, and relationship building.
- Own the client experience in an in-office branch setting by efficiently handling sales and service, identifying opportunities, and making referrals to internal business partners as appropriate.
- Use product and procedural knowledge to solve client problems appropriately and efficiently.
- Coach and educate branch staff and internal business partners to identify investment opportunities and increase investment education and visibility within the branch.
- Partner with the branch manager and/or investment sales associate to lead branch actions aimed at achieving investment results.
- Maintain regular, effective communication with internal and external partners to strengthen relationships that support referral activity.
- Meet service level agreements on lead and referral follow up.
- Conduct work in accordance with applicable laws, regulations, policies, and guidelines.
Requirements
- 2+ years of relevant professional experience; roles at this level typically require a university/college degree.
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
- Bachelor’s degree.
- FINRA Series 7 and 66 (or 63, 65) required.
- Life and Health Insurance required.
- Client prospecting and client relationship building.
- Financial analysis and financial modeling.
- Effective communication and customer engagement/customer experience management.
- Relationship management, customer retention, and interpersonal relationship skills.
- Coaching others, sales tasks and activities, and selling.
- Managing multiple priorities and handling roles typically aligned to sales, relationship building, and client experience.
- Credit risk analysis.
- Public speaking.
- Investment banking.
Benefits
- Medical/prescription drug coverage, including 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, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
Location: Amelia Island, FL (onsite)
Visa sponsorship: PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Disability accommodations: If an accommodation is required to participate in the application process, contact AccommodationRequest@pnc.com with subject line including “accommodation request” and include name, job ID, and preferred method of contact. Applicants may also call 877-968-7762 and say “Workday” for accommodation assistance. Information provided will be kept confidential and used only as needed to provide reasonable accommodations.
EEO statement: 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 FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements related to certain criminal history.
California residents: Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.
