Financial Advisor

Join PNC Wealth Management as a Financial Advisor in a branch-based environment where collaboration, training, and referral support help you serve clients and grow a book of business. In this in-office role based in Raleigh, NC, you’ll work within a connected circuit of branches, supported by administrative resources, state-of-the-art technology, and a culture built to encourage teamwork.

Responsibilities

• Consult on investment and insurance strategies, including the development of individualized financial plans.
• Develop and implement investment and insurance strategies, determine the best products to support client goals, and provide sound recommendations and guidance.
• Establish and monitor client financial plans, recommending changes as needed.
• Grow and retain an investment and insurance book of business through sales and service, efficient client handling, and identification or execution of sales and service opportunities.
• Own the client experience by managing sales and service activities and making referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Increase client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Coach and educate branch staff and internal business partners to identify investment opportunities, while driving investment education and visibility within the branch.
• In partnership with the branch manager and/or investment sales associate, lead branch actions designed to achieve investment results.
• Maintain regular, effective communication with internal and external partners to support referral activity, including ongoing meetings to 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.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor’s degree required.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

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

Location: Raleigh, NC (onsite).

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

EEO: 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 the requirements of Section 19 of the FDIA and, for any registered role, SAFE Act and/or FINRA rules that prohibit the hiring of individuals with certain criminal history.

If you require a disability accommodation to participate in the application process, contact [email protected] or call 877-968-7762 and say “Workday.” All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations.

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