Premier Client Advisor - PNC Wealth Management

PNC; Arvada (CO); On-site; USD 80,000 - 110,000; Full time

Job summary

PNC Wealth Management is seeking a Premier Client Advisor based in Arvada, CO to consult on investment and insurance strategies and develop personalized financial plans for clients. You will own the client experience, grow an investment book, and collaborate with internal partners to drive referrals and solutions that meet client goals.

The role emphasizes proactive client engagement, teamwork with branch staff, and adherence to regulatory guidelines while building long-term relationships in a

Qualifications

• University degree (Bachelors) required.
• Strong client service and advisory capabilities.
• Licensed to advise on wealth management products preferred.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Develops and implements personalized financial plans.
• Grows and retains a book of business with proactive client engagement.
• Owns the client experience, handling sales and service and referrals to partners as needed.
• Coaches branch staff and partners to identify investment opportunities while maintaining regulatory compliance.

Skills

Client Advisory

Sales

Financial Planning

Communication

Relationship Building

Education

Bachelors

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. As a Premier Client Advisor within PNC's Wealth Management organization, you will be based in Arvada, CO.

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.

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 Private Client Banker, 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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 they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

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.