Financial Advisor

In this Financial Advisor role at PNC Investments, you’ll work in a collaborative branch environment in Erie, PA (Kearsarge branch, onsite) to advise clients and help manage an assigned book of business. The position focuses on delivering planning and investment guidance tied to clients’ savings, investing, and retirement goals while building long-term relationships.

What you’ll do

• Consult with clients on investment and insurance strategies and assist with developing financial plans.
• Own the client experience by efficiently handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Use product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies, and determine the best products to support those strategies.
• Present sound financial recommendations and guidance, establishing individual financial plans based on client objectives and needs.
• Monitor financial plans over time and recommend changes as needed.
• Coach and educate branch staff and internal business partners on identifying investment opportunities, driving investment education and visibility across the branch.
• In partnership with the branch manager and/or investment sales associate, lead the branch team on actions intended to achieve investment results.
• Maintain urgency in daily activities and lead by example.
• Communicate regularly with internal and external partners to build relationships that support referral activity.
• Meet regularly with the branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements for lead and referral follow-up.
• Adhere to all applicable laws, regulations, policies, and guidelines.

Minimum qualifications

• 2+ years of relevant professional experience (a university/college degree is required, or a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree).
• Bachelor’s degree.
• FINRA Series 7 and 66 (or 63 and 65) required.
• Life and Health Insurance required.

Benefits

• Medical and 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, unless otherwise required by law
• Between 15 to 25 vacation days each year, depending on career level

Preferred skills

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

Competencies

• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling

Important notes

• 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.
• This position is subject to requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the SAFE Act and/or FINRA requirements, which prohibit hiring of individuals with certain criminal history.

Accommodation and equal opportunity

• If an accommodation is required to participate in the application process, contact [email protected] (subject line: “accommodation request”), or call 877-968-7762 and say “Workday”.
• PNC provides equal employment opportunity regardless of legally protected characteristics including race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.