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Financial Solutions Advisor
PNCFinancial Solutions Advisor developing investment and insurance strategies at PNC Wealth Management. Consults on financial plans and grows client relationships in an inclusive workplace culture.
About the role
Key responsibilities & impact- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience
- Acquires, expands and maintains client relationships
- Grows client loyalty and share of wallet
- Develops and implements investment and insurance strategies for clients
- Monitors financial plans
- Actively and regularly coaches and educates branch staff and internal business partners
- Drives investment education and visibility among branch staff
Requirements
What you’ll need- 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
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
- 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
ATS Keywords
✓ Tailor your resumeApplicant 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 managementcoachingeducationclient loyaltyshare of wallet
Soft Skills
client experience ownershiprelationship buildingcommunicationteam collaboration
Certifications
FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance