As a Financial Advisor within PNC Wealth Management, you will be based in Austin, TX in the Shoal Creek branch. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business.
Requirements
- 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
- Identifies 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
- 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
- Leads the branch team on actions to achieve investment results
- 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
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
