Financial Solutions Advisor - PNC Wealth Management

PNC Bank • Houston, TX

2d • Onsite

About The Position

The Financial Solutions Advisor works within PNC Wealth Management and is based in Houston, Texas. The role consults with clients on investment and insurance strategies, develops financial plans, and grows and retains an investment and insurance book of business. The advisor owns the client experience by managing sales and service, identifying opportunities, and making referrals to internal partners where appropriate.

The advisor acquires, expands, and maintains client relationships through branch business development and outbound calling, and works to grow client loyalty and share of wallet. The role develops and monitors financial plans, recommends products and plan changes, and provides clients with financial recommendations and guidance. It also coaches and educates branch staff and internal partners on investment opportunities, leads branch actions to achieve investment results, and communicates regularly with partners about business results and referral pipelines.

The position is based in an in-office workplace. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Typically requires a university or college degree and less than one 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 certifications, and experience, including military service, may be considered.
• FINRA Series 7 and Series 66, or Series 63 and 65, licenses 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.
• Must demonstrate appropriate knowledge, skills, and abilities for the role.

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.
• Manage the client experience, including sales, service, identifying opportunities, and referrals to internal business partners.
• Acquire, expand, and maintain client relationships through branch business development and outbound calling.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to resolve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies and determine suitable products to support them.
• Present financial recommendations and guidance to clients.
• Create individual financial plans based on clients’ financial needs and objectives, monitor plans, and recommend changes as needed.
• Coach and educate branch staff and internal business partners to identify investment opportunities.
• Promote investment education and visibility among branch staff.
• Partner with the branch manager and/or investment sales associate to lead branch actions that achieve investment results.
• Communicate regularly with internal and external partners to build relationships and drive referrals.
• Meet regularly with the branch manager and other internal partners to review business results and pipeline management.
• Meet service-level agreements for lead and referral follow-up.
• Comply with applicable laws, regulations, policies, and guidelines, and effectively manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and 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 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
• Up to 11 paid holidays each year
• Nine 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

What This Job Offers

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