Financial Advisor - PNC Wealth Management

Consult on investment and insurance strategies, develop personalized financial plans, and grow an assigned book of business. Own the client experience by efficiently handling sales, executing opportunities, and making referrals to internal partners. Acquire and maintain client relationships through business development and networking while applying product knowledge to solve client problems. Establish individual financial plans based on client needs, monitor progress, and recommend changes as required. Actively coach branch staff and internal partners to identify investment opportunities and drive visibility among team members. Lead the branch team on actions to achieve investment results in partnership with the branch manager and investment sales associate. Maintain regular communication with internal and external partners to build relationships that drive referral activity and meet service level agreements on lead follow-up.