Sales Assistant - PNC Wealth Management

PNC Wealth Management LLC; Hanover (York County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with match

Education assistance

Wellness program

Backup child/elder care

Job summary

PNC in Hanover, PA, seeks a Sales Assistant for its Wealth Management team to provide sales, service and onboarding support for client relationships. The role involves gathering documentation, ensuring accuracy, and processing client data within sensitive regulatory standards.

The candidate should have an Associates degree or equivalent, 3+ years of related experience, and FINRA Series 7/63 licenses. This is an in-office role with a comprehensive benefits package and opportunities for growth.

Qualifications

• Associates degree or equivalent; related experience may be considered.
• 3+ years experience required; military service accepted in lieu of degree.
• FINRA Series 7 and 63 licenses required.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with regulations and processes.
• Acts as a point of contact for clients, teams and partners; escalates issues.
• Initiates and verifies client, account or transaction details in systems.
• Provides reports as needed; may perform general administrative support.

Skills

Client Relationship Building

Sales Support

Customer Experience

Decision Making

Effective Communications

Attention to Detail

Managing Multiple Priorities

Education

Associates

FINRA Series 7 & 63 licenses

Tools

CRM systems

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 Sales Assistant within PNCs Wealth Management organization, you will be based in Hanover, PA. 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

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation.
• Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes.
• May administer implementation plans.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
• Provides reports as needed.
• May perform general administrative support.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Business Decisions
• Client Counseling
• Client Relationship Building
• Competitive Advantages
• Customer Experience (CX)
• Personal Initiative
• Relationship Management
• Results-Oriented Competencies Accuracy and Attention to Detail
• Customer Support Policies
• Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Problem Management Process
• Products and Services
• Sales Support and Administration

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 63 licenses required.

Language Assessments

No Required or Preferred Language Assessments

Benefits

• 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
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Paid Time Off

In addition, PNC generally provides the following paid time off, depending on your eligibility:

• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 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, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.

Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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 the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) 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 gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.