Mass Affluent Banking Advisor & Relationship Architect

Jobtailor; Scottsdale (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

PNC Financial Services seeks a Mass Affluent Client Advisor to drive client acquisition, retention, and wallet share. You will lead consultative conversations, position bank products, and manage relationships across the client portfolio.

The role requires FINRA licenses, Life and Health Insurance, and a bachelor’s degree, with strong communication, decision-making, and collaboration skills to deliver tailored financial solutions.

Qualifications

• University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 3+ years of relevant/direct industry experience
• Bachelor's degree stated in the education requirements
• FINRA Series 7 and Series 66, or Series 63 and 65, required
• Life and Health Insurance license required
• Appropriate knowledge, skills, and abilities for the role
• Banking products knowledge
• Business acumen
• Customer experience management
• Customer retention
• Decision making and critical thinking
• Effective communications
• Managing multiple priorities
• Products and services knowledge
• Relationship management
• Selling skills
• Must meet applicable FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention
• Generate revenue and deepen share of wallet with new and existing clients
• Generate and manage leads and client appointments
• Use needs-based and consultative conversations to position bank products and services
• Develop and maintain internal partnerships to drive revenue, acquisition, and growth
• Manage risk and maximize profitability across the client portfolio
• Deliver a differentiated client experience from acquisition through onboarding and servicing
• Maintain accurate and complete sales/client relationship management administration
• Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
• Serve as quarterback for ecosystem partners and bring in experts based on client needs
• Deliver Financial Wellness through tailored solutions
• Use client insights and sales tools to identify and convert sales opportunities
• Lead and collaborate with ecosystem partners inside and outside the branch
• Own client relationships, client penetration goals, and team deliverables
• Deliver the Mass Affluent Advice and Planning value proposition through a Banking and Investing partnership with a PNC Financial Advisor
• Provide proactive, responsive service aligned with client goals
• Build relationships and conversations that differentiate the client experience

Skills

FINRA Series 7

FINRA Series 66

Life and Health Insurance License

Customer Experience Management

Relationship Management

Banking Products Knowledge

Business Acumen

Selling Skills

Decision Making

Critical Thinking

Effective Communications

Managing Multiple Priorities

Products and Services Knowledge

FDIA Compliance

Education

Bachelor's degree

Tools

Sales Tools

Client Relationship Management

Job description

PNC Financial Services seeks a Mass Affluent Client Advisor to drive client acquisition, retention, and wallet share. You will lead consultative conversations, position bank products, and manage relationships across the client portfolio.

The role requires FINRA licenses, Life and Health Insurance, and a bachelor’s degree, with strong communication, decision-making, and collaboration skills to deliver tailored financial solutions.