Financial Solutions Advisor - PNC Wealth Management

PNC • Bellaire, TX

4d • Onsite

About The Position

The Financial Solutions Advisor within PNC Wealth Management is based in Houston, Texas. This in-office role consults with clients on investment and insurance strategies and the development of financial plans. The advisor grows and retains an investment and insurance book of business, owns the client experience, handles sales and service, identifies sales opportunities, and makes referrals to internal business partners as appropriate.

The role acquires, expands, and maintains client relationships through branch business development and outbound calling. It develops and implements investment and insurance strategies, selects appropriate products, presents financial recommendations, creates individual plans based on clients’ needs and objectives, and monitors plans for changes. The advisor also coaches and educates branch staff and business partners to identify investment opportunities, leads branch efforts to achieve investment results, manages referral follow-up and pipeline communications, and complies with applicable laws, regulations, policies, and guidelines.

PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Associate-level education is listed; the qualifications section also describes the typical level as a university or college degree with less than one year of professional experience and/or successful completion of a formal development program. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Life and Health Insurance license is required.
• Demonstrated competencies in coaching others, customer experience management, customer retention, effective communication, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
• Customer-focused approach and ability to use customer needs and satisfaction as primary considerations in business decisions and customized solutions.
• Ability to assess and effectively manage risks associated with business objectives and activities.

Responsibilities

• Consult with clients on investment and insurance strategies and the development of financial plans.
• Grow and retain an investment and insurance book of business while owning the client experience and handling sales and service.
• Identify sales opportunities and make referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through branch business development and outbound calling.
• Build client loyalty and share of wallet through an exceptional client experience, and resolve client problems using product and procedural knowledge.
• Develop and implement investment and insurance strategies, determine suitable products, and present financial recommendations and guidance.
• Establish financial plans based on clients’ needs and objectives, monitor plans, and recommend changes as needed.
• Coach and educate branch staff and internal business partners to identify investment opportunities and increase investment education and visibility.
• Partner with the branch manager and/or investment sales associate to lead branch actions toward investment results.
• Communicate regularly with internal and external partners to build relationships and drive referral activity.
• Meet with the branch manager and other internal business partners to review business results and pipeline management.
• Meet service-level agreements for lead and referral follow-up.
• Adhere to applicable laws, regulations, policies, and guidelines.
• Assess and manage risks associated with business objectives and activities in support of PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match.
• Pension plan.
• Stock purchase plan.
• Dependent care reimbursement account.
• Back-up child and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, subject to eligibility.
• Up to 11 paid holidays each year, subject to eligibility.
• 9 occasional absence days each year, unless otherwise required by law.
• Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree