Financial Advisor - Wealth Management

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 Financial Advisor within PNC Wealth Management, you will be based in Ocean City, MD.

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. 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. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, efficiently handling sales and service, identifying opportunities and making referrals to internal partners as appropriate.
• Acquire, expand and maintain client relationships through business development and networking. Grow client loyalty and share of wallet through an exceptional client experience.
• Develop and implement investment and insurance strategies for clients. Determine the best products to support such strategies and present sound recommendations. Establish individual financial plans based on client needs and objectives. Monitor plans and recommend changes as needed.
• Actively coach and educate branch staff and internal partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with a branch manager, lead the branch team on actions to achieve investment results. Show urgency and lead by example. Communicate regularly to build strong relationships that drive referral activity.
• Regularly meet with branch manager and other internal partners to review business results and pipeline. Meet service‑level agreements on lead and referral follow‑up. Adhere to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and expect their employees to be:

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assess and effectively manage all of the risks associated with their business objectives and activities to ensure adherence to PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities. The requirements include:

• Preferred
  
  Skills:
  
  Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Management.
• Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communication, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and…