Financial Advisor Job at PNC Financial Services (Tucson)

Job Description

As a Financial Advisor within PNC's Wealth Management organization, you will be based in the Foothills Mall, Tucson, AZ. 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.

Job Responsibility

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 branch manager and/or investment sales associate, 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.

Requirements

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
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies: Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

What we offer

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
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.

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