Financial Advisor - PNC Wealth Management

PNC Wealth Management is hiring a Financial Advisor to support clients through investment and insurance guidance while operating from a bank branch environment in Montgomery, TX. In this role, you will consult on financial planning, manage and grow an assigned client book, and collaborate with branch leaders and internal partners to drive results through strong client experiences.

Role & location

• Location: Montgomery, TX (onsite)
• Work model: In-office role within a bank branch
• Business setup: Works within a collaborative circuit of branches and manages an assigned book of business

What you will do

• Consult on investment and insurance strategies and support the development of client financial plans
• Develop and implement investment and insurance strategies, including determining appropriate products to support those strategies
• Present recommendations and guidance based on client financial needs and objectives
• Establish and monitor individual financial plans, recommending changes as needed
• Grow and retain an investment and insurance book of business
• Own the client experience by efficiently handling sales and service, identifying opportunities, 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
• Drive investment education and visibility among branch staff
• In partnership with the branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results
• Maintain regular and effective communication with internal and external partners to support referral activity
• Meet 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

• Experience: 2+ years of relevant professional experience
• Education: University or college degree (or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree)
• FINRA: FINRA Series 7 and 66 (or 63, 65) required
• Insurance: Life and Health Insurance required

PNC expectations

• Customer Focused: Knowledge of values and practices aligned to customer needs and satisfaction, using that input to create customized customer solutions
• Managing Risk: Assess and manage risks tied to business objectives and activities to align with PNC’s Enterprise Risk Management Framework

Preferred skills

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

Certifications and language

• No required certification(s) listed beyond the FINRA and insurance requirements above
• No language assessments required or preferred

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
• Between 15 to 25 vacation days each year, depending on career level

Visa sponsorship

• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Equal opportunity and compliance notes

• PNC provides equal employment opportunity to qualified persons regardless of protected categories under law
• This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, FINRA and/or the SAFE Act, which prohibit hiring individuals with certain criminal history

Disability accommodations

• For accommodations during the application process, email [email protected]
• Applicants may also call 877-968-7762 and say “Workday”
• All information provided will be kept confidential and used only as required to provide reasonable accommodations

California privacy

California residents should refer to the California Consumer Privacy Act Privacy Notice for how personal information may be used or disclosed in hiring practices.