Financial Advisor - PNC Wealth Management

PNC Business Credit; Bowling Green (KY); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

PNC Wealth Management in Bowling Green, KY is seeking a Financial Advisor to work at our Fairview, Bowling Green location. You will consult on investment and insurance strategies, develop financial plans, and manage an assigned book of clients with a focus on growth and service excellence.

As a Financial Advisor, you will own the client experience, coordinate with branch staff, and drive referrals to internal partners while ensuring compliance and a high level of client satisfaction.

Qualifications

• Consults on investment and insurance strategies for clients.
• Grows and maintains an investment and insurance book of business.
• Owns the client experience with sales and service.
• Coaches branch staff to identify investment opportunities.

Responsabilités

• Develops and implements investment and insurance strategies for clients.
• Presents sound financial recommendations and guidance to clients.
• Acquires, expands and maintains client relationships through networking.
• Drives referral activity with internal partners.
• Monitors and reviews client portfolios and financial plans.

Connaissances

Investment advisory

Client relationship management

Sales and cross-selling

Description du poste

Financial Advisor - PNC Wealth Management### Financial Advisor - PNC Wealth ManagementApply: KY - Bowling Green (42103): KY - Owensboro (42301): Full time: Posted Today: R239913# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Fairview, Bowling Green, KY location. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.