Financial Solutions Advisor - PNC Wealth Management
About The Position
PNC is hiring a Financial Solutions Advisor within Wealth Management, based at its Withamsville location in Cincinnati, Ohio. This is an in-office role. The advisor consults with clients on investment and insurance strategies and financial plans, and grows and retains an investment and insurance book of business. The role owns the client experience by handling sales and service, identifying sales opportunities, and making referrals to internal partners when appropriate. The advisor acquires, expands, and maintains client relationships through branch business development and outbound calling. They develop and implement investment and insurance strategies, recommend appropriate products, create financial plans based on clients’ needs and objectives, and monitor plans to recommend changes. They also coach and educate branch staff and internal partners on identifying investment opportunities, lead branch actions to achieve investment results, and communicate regularly with internal and external partners to build referral activity. The position includes regular reviews of business results and pipeline management with the branch manager and other internal partners. The advisor follows up on leads and referrals within service-level agreements and complies with applicable laws, regulations, policies, and guidelines. PNC emphasizes customer focus and effective management of business risks. Employment visa sponsorship and STEM OPT participation are not provided for this position.
Requirements
- Associate-level education is listed; a university or college degree is typically required for roles at this level, though a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- Typically requires less than one year of professional experience and/or successful completion of a formal development program.
- FINRA Series 7 and Series 66, or Series 63 and 65, required.
- Life and Health Insurance license required.
- Demonstrated competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
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, handling sales and service, identifying sales opportunities, and making 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 a strong client experience, and use product and procedural knowledge to resolve client problems.
- Develop and implement investment and insurance strategies, determine suitable products, and present financial recommendations and guidance.
- Establish financial plans based on clients’ financial needs and objectives, monitor plans, and recommend changes as needed.
- Coach and educate branch staff and internal 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, demonstrating urgency and leading by example.
- Communicate with internal and external partners to build relationships and drive referral activity.
- Meet regularly with the branch manager and other internal partners to review business results and pipeline management.
- Meet lead and referral follow-up service-level agreements and adhere to applicable laws, regulations, policies, and guidelines.
Benefits
- Medical and prescription drug coverage, including 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
