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About the role
Key responsibilities & impact- Partner with PNC Wealth Management Financial Advisors to build, analyze, and deliver comprehensive financial plans
- Join advisors in client meetings and present plans and recommendations directly to clients
- Develop, consult on, and implement tax, estate, and financial planning matters under guidance from team members or management
- Assist in acquiring new clients
- Retain, expand, and deepen existing client relationships
- Conduct research and develop tax, estate, and financial analyses and plans
- Make generally accepted recommendations to the team and potentially to clients
- Retain and grow assets under management by meeting directly with clients and Centers of Influence
- Provide advice and implementation under the guidance of senior team members
- Identify PNC solutions and services as sales opportunities
- Develop new client relationships through networking, prospecting, and referrals
- Manage customer-focused and enterprise-risk-management responsibilities
Requirements
What you’ll need- University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- 2+ years of relevant professional experience
- Prior experience as a financial planner, paraplanner, financial advisor, associate advisor, or in supporting an advisor with financial planning
- CFP® certification or progress toward it strongly preferred
- Experience with financial planning software such as eMoney or MoneyGuidePro strongly preferred
- Knowledge of tax, estate, and financial planning
- Knowledge of investments and financial products and services
- Client relationship management and networking skills
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must be able to work in-office at a PNC office in one of the listed locations
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
- Position subject to Section 19 of the Federal Deposit Insurance Act and, for any registered role, the SAFE Act and/or FINRA requirements regarding certain criminal history
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- 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
- 15 to 25 vacation days each year, depending on career level
- Additional vacation days based on years of service
- Reasonable accommodations for applicants and qualified individuals with disabilities