Premier Client Advisor - PNC Wealth Management

PNC; Clarks Summit (Lackawanna County); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability

401(k) match

Pension

Stock purchase program

Paid time off

Holidays

Job summary

PNC in Clarks Summit, PA is seeking a Premier Client Advisor within Wealth Management. You will consult on investment and insurance strategies, develop tailored financial plans, and own the client experience while coordinating referrals to internal partners.

You will grow relationships through networking, deliver sound recommendations, mentor branch staff, and work with the Private Client Banker to drive investment results while ensuring compliance with laws and internal guidelines.

Qualifications

• University or 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 may be considered.
• Bachelor’s Degree.

Responsibilities

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business, owning the client experience and efficiently handling sales and service opportunities, including referrals to internal business partners.
• Acquire, expand, and maintain client relationships through business development and client networking. Grow client loyalty and share of wallet through an exceptional client experience, applying product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies for clients, determining the best products to support those strategies. Present sound financial recommendations and guidance, establish individual financial plans based on client needs and objectives, and monitor plans to recommend changes as needed.
• Coach and educate branch staff and internal partners on investment opportunities, driving investment education and visibility among branch staff. In partnership with the Private Client Banker, lead the branch team on actions to achieve investment results, demonstrating urgency and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Meet regularly with the branch manager and other internal 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, policies, and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

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 united in delivering the best experience for our customers and fostering an inclusive workplace culture where all 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 Clarks Summit, PA.

Job Description

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business, owning the client experience and efficiently handling sales and service opportunities, including referrals to internal business partners.
• Acquire, expand, and maintain client relationships through business development and client networking. Grow client loyalty and share of wallet through an exceptional client experience, applying product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies for clients, determining the best products to support those strategies. Present sound financial recommendations and guidance, establish individual financial plans based on client needs and objectives, and monitor plans to recommend changes as needed.
• Coach and educate branch staff and internal partners on investment opportunities, driving investment education and visibility among branch staff. In partnership with the Private Client Banker, lead the branch team on actions to achieve investment results, demonstrating urgency and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Meet regularly with the branch manager and other internal 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, policies, and guidelines.

Employee Expectations

• Customer Focused – knowledgeable of PNC’s values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information to create customized solutions.
• Managing Risk – assess and manage all risks associated with business objectives and activities to ensure alignment with 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: University or 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: Bachelor’s Degree.

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

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options for full‑time employees include 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, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance (including select programs fully paid), and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year (unless otherwise required by law); and 15 to 25 vacation days each year, depending on career level and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, contact [e-mail]. Please include "accommodation request" in the subject line and your name, job ID, and preferred method of contact in the email body. Non‑related emails will not receive responses. Call 877‑968‑7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and used only to provide reasonable 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 categories protected by law. This position is subject to Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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.