Financial Solutions Advisor - PNC Wealth Management

PNC Bank • Cincinnati, OH

12d • Onsite

About The Position

The Financial Solutions Advisor works within PNC Wealth Management at the Withamsville branch in Cincinnati, Ohio. This is an in-office role. The advisor consults with clients on investment and insurance strategies and financial plans, grows and retains an investment and insurance book of business, and owns the client experience by handling sales and service, identifying opportunities, and making internal referrals. The advisor acquires and maintains relationships through branch business development and outbound calling, and develops customized recommendations based on clients’ financial needs and objectives.

The role also supports branch investment results by coaching and educating branch staff and internal partners, leading coordinated actions with the branch manager and/or investment sales associate, and maintaining regular communication about business results and pipeline management. The advisor is expected to follow applicable laws, regulations, policies, and guidelines and to manage risk in accordance with PNC’s Enterprise Risk Management Framework.

PNC states that it does not provide employment visa sponsorship or participate in STEM OPT for this position. The role requires FINRA Series 7 and 66 (or Series 63 and 65) licenses, as well as Life and Health Insurance licensing.

Requirements

• Roles at this level typically require 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 Series 65, licenses are required.
• Life and Health Insurance license is 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.
• Must demonstrate appropriate knowledge, skills, and abilities for the role.
• Must adhere to applicable laws, regulations, policies, and guidelines.

Responsibilities

• Consult clients on investment and insurance strategies and the development of financial plans.
• Grow and retain an investment and insurance book of business.
• Handle client sales and service, identify sales opportunities, execute them, 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.
• Use 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 individual 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.
• 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 referrals.
• Meet 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 business risks.

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 plan.
• 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, 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.
• 15 to 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