Financial Solutions Advisor - PNC Wealth Management

At PNC, we are seeking a Financial Solutions Advisor to consult on investment and insurance strategies, develop financial plans for clients, and grow and retain an investment and insurance book of business. The ideal candidate will have a university degree and < 1 year of professional experience, and must be able to obtain FINRA Series 7 and 66 (or 63,65) certification and Life and Health Insurance license.

Requirements

• Consult on investment and insurance strategies, and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through branch business development and outbound calling.
• Develops and implements investment and insurance strategies for clients.

Benefits

• medical/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/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance
• robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• years of service