Premier Client Financial Advisor - PNC Wealth Management

PNC Financial Services Group; Brecksville (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC Wealth Management is seeking a Premier Client Financial Advisor based in Brecksville, OH. You will consult on investment and insurance strategies, develop personalized financial plans, and manage an assigned client book to grow loyalty and asset share.

You will collaborate with internal partners to deliver integrated solutions and referrals. You will coach branch staff, lead client-facing activities, and uphold a high standard of service across the team while meeting branch goals and service

Responsibilities

• Consults on investment and insurance strategies, developing financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Acquires and expands client relationships through business development and networking.
• Develops and implements investment strategies and presents recommendations.
• Coaches and educates branch staff to identify investment opportunities and drive referrals.

Job description

Job Profile

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 Premier Client Financial Advisor within PNC Wealth Management, you will be based in Brecksville, OH.

Premier Client Advisors are based within a Premier Client Branch 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 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