Financial Solutions Advisor
PNC
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • United States
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About the role
- 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
Requirements
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment strategiesinsurance strategiesfinancial planningclient relationship managementsales techniquesproblem solvingfinancial recommendationspipeline managementbusiness developmentclient loyalty
Soft Skills
communicationcoachingleadershiprelationship buildingurgencyteam collaborationclient experience enhancementeducational skillsservice orientationadaptability
Certifications
FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance