Financial Solutions Advisor - PNC Wealth Management

PNC Bank • Hillsboro, FL

12d • Onsite

About The Position

As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Deerfield Beach, Florida. This is an in-office role. You will consult with clients on investment and insurance strategies and financial plans, build and retain an investment and insurance book of business, and own the client experience through sales, service, referrals, and relationship development. You will also coach branch staff and internal partners to identify investment opportunities and collaborate with branch leadership to achieve investment results. The role requires adherence to applicable laws, regulations, policies, and guidelines. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Associate degree listed under Education.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Roles at this level typically require a university/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.
• 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.
• Own the client experience by handling sales and service, identifying sales opportunities, executing 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 through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients and determine suitable products to support those strategies.
• Present sound financial recommendations and guidance to clients.
• Establish individual financial plans based on clients’ financial needs and objectives, monitor the plans, and recommend changes as needed.
• Regularly coach and educate branch staff and internal business partners to identify investment opportunities and promote investment education and visibility among branch staff.
• Partner with the branch manager and/or investment sales associate to lead branch actions toward investment results.
• Demonstrate urgency and lead by example.
• Communicate regularly and effectively with internal and external partners to build relationships and drive referral activity.
• Meet regularly with the branch manager and other internal business 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.
• Focus on customer needs and satisfaction when creating customized customer solutions.
• Assess and manage risks associated with business objectives and activities in accordance with 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, subject to eligibility.
• 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.
• 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