Financial Solutions Advisor

PNC

Financial Solutions Advisor within PNC Wealth Management based in Skokie, IL. Consulting on investment and insurance strategies and developing financial plans for clients.

Posted 6/25/2026full-timeSkokie • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $73,000 per yearWebsite

About the role

Key responsibilities & impact

Consults on investment and insurance strategies
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 opportunities and making referrals to internal business partners
Acquires, expands and maintains client relationships through branch business development and outbound calling
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Establishes individual financial plans based on client financial needs and objectives
Monitors financial plans and recommends changes as needed
Coaches and educates branch staff and internal business partners to identify investment opportunities
Leads the branch team on actions to achieve investment results

Requirements

What you’ll need

university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
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

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesinsurance strategiessales techniquesclient relationship managementproblem solvingbusiness developmentoutbound callingcoachingmonitoring financial plans

Soft Skills

client experience managementcommunicationinterpersonal skillsleadershipteam collaborationeducational skillssales opportunity identificationservice efficiencyrelationship buildingadaptability

Certifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance