Financial Solutions Advisor - PNC Wealth Management

PNC • Deerfield Beach, FL

14d • Onsite

About The Position

As a Financial Solutions Advisor within PNC Wealth Management, the employee consults with clients on investment and insurance strategies and financial plans, while growing and retaining an investment and insurance book of business. The role owns the client experience by handling sales and service, identifying sales opportunities, executing opportunities, and making referrals to internal business partners as appropriate.

The advisor acquires, expands, and maintains client relationships through branch business development and outbound calling, and builds client loyalty and share of wallet through an exceptional client experience. The role applies product and procedural knowledge to resolve client problems efficiently and appropriately. It develops and implements investment and insurance strategies, selects suitable products, presents financial recommendations, creates plans based on client needs and objectives, monitors those plans, and recommends changes as needed.

The advisor regularly coaches and educates branch staff and internal partners to identify investment opportunities, promotes investment education and visibility, and works with the branch manager and/or investment sales associate to lead actions that achieve investment results. The role communicates with internal and external partners to build relationships and drive referrals, reviews business results and pipeline management with branch partners, meets lead and referral follow-up service-level agreements, and complies with applicable laws, regulations, policies, and guidelines. The position is based in Deerfield Beach, Florida, and is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Associate degree listed under Education; comparable combinations 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, required.
• Life and Health Insurance license required.
• Work experience at this level typically requires a university/college degree with less than one year of professional experience and/or successful completion of a formal development program.
• Demonstrate competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
• Demonstrate customer focus and the ability to assess and 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.
• Own the client experience by handling sales and service, identifying and executing sales opportunities, and making referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through branch business development and outbound calling.
• Grow client loyalty and share of wallet by providing 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; establish financial plans based on client 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 and partner with the branch manager and/or investment sales associate to lead actions that achieve investment results.
• Communicate regularly and effectively with internal and external partners to build relationships and drive referrals.
• Meet regularly with the branch manager and other internal partners to communicate and review business results and pipeline management.
• Meet service-level agreements for lead and referral follow-up.
• Adhere to applicable laws, regulations, policies, and guidelines and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
• 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 programs that are fully paid.
• Wellness program with financial incentives.
• Maternity and/or parental leave, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• 9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
• Between 15 and 25 vacation days each year, depending on career level and eligibility.

What This Job Offers

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