Client Advisor

Role Overview

• 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 business development and client networking.
• 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 Private Client Banker, 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.

Requirements

• 2+ years of relevant professional experience
• University / college degree required, or a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

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
• 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