Financial Advisor

What you’ll do

• Consult with clients on investment and insurance strategies and help develop and maintain their financial plans.
• Develop, present, and implement investment and insurance recommendations aligned to client needs, objectives, and individual financial requirements.
• Monitor financial plans and recommend updates as client circumstances change.
• Grow and retain an investment and insurance book of business through ongoing client relationship building.
• Own the client experience by handling sales and service efficiently, identifying opportunities, and making referrals to internal partners when appropriate.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Use product and procedural knowledge to resolve client problems in an appropriate and efficient manner.
• Coach and educate branch staff and internal business partners to identify investment opportunities, while driving investment education and visibility across the branch.
• In partnership with the branch manager and/or investment sales associate, lead branch actions aimed at achieving investment results.
• Maintain regular communication with internal and external partners to strengthen relationships that support referral activity.
• Meet service expectations for lead and referral follow-up, and regularly meet with the branch manager and internal partners to review business results and pipeline management.
• Adhere to applicable laws, regulations, policies, and guidelines.

What we’re looking for

• 2+ years of relevant professional experience and a Bachelor’s degree (or a comparable combination of education, job-specific certifications, and experience, including military service).
• Ability to prospect and support client relationship building, including customer engagement, retention, and managing customer experience.
• Experience using financial analysis and related skills such as financial modeling to support recommendations.
• Strong communication and interpersonal skills, including effective communications and the ability to present and explain recommendations.
• Coaching and collaboration ability to support branch staff and internal business partners in identifying investment opportunities.
• Knowledge and capability in areas such as relationship management, managing multiple priorities, and sales tasks and activities (including selling and prospecting).
• Credit risk analysis capability and attention to customer-focused decision-making.
• Certification and coverage requirements: FINRA Series 7 and 66 (or 63, 65) required and Life and Health Insurance required.
• Customer-focused mindset aligned to customer needs and satisfaction as primary considerations, with the ability to create customized client solutions.

Benefits at PNC

• 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, plus 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

Additional details

Position overview: Financial Advisors are based within a bank branch and operate within a highly collaborative circuit of branches while managing an assigned book of business. PNC is an in-office company designed to foster a supportive culture that helps employees thrive and achieve balance.

Visa sponsorship: PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Risk management: The role includes assessing and effectively managing the risks associated with business objectives and activities in alignment with PNC’s Enterprise Risk Management Framework.

Accommodation and equal opportunity

If you need an accommodation to participate in the application process, contact [email protected] and include “accommodation request” in the subject line, or call 877-968-7762 and say “Workday.” Information provided will be kept confidential and used only as needed to provide reasonable accommodations.

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.

California residents: refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.