Financial Solutions Advisor - PNC 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 Solutions Advisor within PNC Wealth Management, you will be based in Dallas, TX in the Preston Forest branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.

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 branch business development and outbound calling. 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our 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 - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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. Competencies Coaching Others, Customer

Experience:

• Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling.

Work

Experience:

Roles at this level typically require a university / college degree with < 1 year of professional

experience:

and/or successful completion of a formal development program. 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 66 (or 63,65) required. Life and Health Insurance required.

Benefits:

PNC offers a comprehensive range of

benefits:

to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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;

education:

al assistance, including select programs fully paid; a robust wellness program with financial incentives. 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.

To learn more

about:

these and other programs, including

benefits:

for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. 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. If you're not ready to apply yet, or you'd like to learn more

about:

PNC, join the Talent Community to receive regular updates on what's happening at PNC and available career opportunities. Click to join!