Financial Solutions Advisor

PNC

Financial Solutions Advisor providing investment and insurance consultation services at PNC Wealth Management. Developing financial plans for clients and retaining investment and insurance portfolios.

Posted 6/3/2026full-timeAurora • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $73,000 per yearWebsite

About the role

Key responsibilities & impact

consults on investment and insurance strategies
develops financial plans for clients
grows and retains an investment and insurance book of business
owns the client experience
efficiently handles sales and service
identifies sales and executes opportunities
refers to internal business partners as appropriate
acquires, expands and maintains client relationships
actively coaches and educates branch staff and internal business partners
drives investment education and visibility among branch staff

Requirements

What you’ll need

university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
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
paid time off including maternity and/or parental leave, paid holidays, occasional absence days, and vacation days

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesinsurance strategiessales executionclient relationship managementcoachingeducation

Soft Skills

client experience ownershipcommunicationinterpersonal skillsteam collaboration

Certifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance