Financial Advisor - PNC Wealth Management

PNC; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) employer match

Paid time off

Educational assistance

Wellness program

Job summary

PNC is looking for a Financial Advisor based in Phoenix, AZ, providing personalized financial solutions and fostering strong client relationships.

The role involves consulting on investment strategies, developing financial plans, and educating branch staff on investment opportunities. A Bachelor's degree and relevant experience are required.

PNC offers a comprehensive benefits package and a supportive workplace culture for career growth.

Qualifications

• A university/college degree is required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required. Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Develop and retain client relationships through business development.
• Regularly meet with managers to review business results.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

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.

Job Profile

R225965

As a Financial Advisor within PNC Wealth Management, you will be based in Phoenix, AZ. Advisors are based within a bank branch and work within a highly collaborative circuit of branches managing an assigned book of business. We execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guides you in creating personalized solutions on behalf of you and your clients. We provide robust training, administrative support and state‑of‑the‑art technology designed to elevate your career. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance.

Responsibilities

• Consult on investment and insurance strategies, develop financial plans for clients, grow and retain an investment and insurance book of business, and own the client experience by efficiently handling sales and service.
• Acquire, expand and maintain client relationships through business development and networking, grow client loyalty and share of wallet through a superior client experience, and apply product and procedural knowledge to solve client problems.
• Develop and implement investment and insurance strategies, determine the best products, present sound financial recommendations, establish individual financial plans, monitor plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities, drive investment education among branch staff, and lead the branch team on actions to achieve investment results.
• Regularly meet with branch manager and other partners to communicate and review business results and pipeline management, meet service level agreements on lead and referral follow‑up, and adhere to all applicable laws, regulations and policies.

Employee Expectations

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure adherence to the 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 Management

Competencies

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

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s) and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required.

Benefits

PNC offers a comprehensive range of benefits including medical, prescription drug, dental and vision coverage, life insurance, short and long‑term disability protection, employer match 401(k), pension and stock purchase plans, dependent care reimbursement, back‑up child and elder care, adoption and surrogacy benefits, educational assistance, and a robust wellness program. Paid time off depends on eligibility: maternity/parental leave; up to 11 paid holidays; 9 occasional absence days; 15–25 vacation days; and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line and your name, the job ID, and preferred contact method. Applicants may also call 877‑968‑7762 and say "Workday". All information will be kept confidential and used only to the extent required to provide necessary accommodations.

Equal Employment Opportunity (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 protected categories. This position is subject to FDIA, SAFE Act, and FINRA requirements that prohibit hiring individuals with certain criminal histories.

California Residents

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