Financial Solutions Advisor

PNC

Financial Solutions Advisor developing investment and insurance strategies and financial plans for PNC Wealth Management clients. Growing client relationships, referrals, and investment and insurance business.

Posted 9/9/2026full-timeCarmel • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing investment and insurance strategies while managing client relationships and enhancing customer experience. Proficient in assessing risks and ensuring compliance with applicable laws and regulations.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66Life and Health Insurance LicenseInvestment Strategy DevelopmentClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment StrategiesInsurance StrategiesSales ExecutionRisk ManagementClient Problem SolvingBusiness DevelopmentPipeline ManagementReferral ActivitySales Activities

Soft Skills

CommunicationCoachingTeam LeadershipClient Experience ManagementRelationship Building

Certifications & Qualifications

FINRA Series 7FINRA Series 66Life and Health Insurance License

Industry Keywords

Investment ManagementInsurance SalesClient RetentionSales OpportunitiesEnterprise Risk Management

About the role

Key responsibilities & impact

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, handling sales and service efficiently
Identify sales opportunities, execute opportunities, and make referrals to internal business partners
Acquire, expand, and maintain client relationships through branch business development and outbound calling
Grow client loyalty and share of wallet through an exceptional client experience
Apply product and procedural knowledge to solve client problems appropriately and efficiently
Develop and implement investment and insurance strategies
Determine suitable products and present financial recommendations and guidance
Establish and monitor individual financial plans and recommend changes as needed
Coach and educate branch staff and internal business partners to identify investment opportunities
Drive investment education and visibility among branch staff
Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
Communicate with internal and external partners to build relationships and drive referral activity
Meet regularly with the branch manager and internal business partners to review business results and pipeline management
Meet service-level agreements for lead and referral follow-up
Manage customer experience, retention, prospecting, sales activities, and multiple priorities
Assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework

Requirements

What you’ll need

Associate degree / university or college degree typically required at this level
Less than 1 year of professional experience and/or successful completion of a formal development program
Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree
FINRA Series 7 and 66, or Series 7 and 63/65, required
Life and Health Insurance license required
No required or preferred language assessments
Must comply with applicable laws, regulations, policies, and guidelines
Position subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history
PNC will not provide employment visa sponsorship or participate in STEM OPT for this position

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 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
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
Disability accommodations during the application process and employment