Financial Solutions Advisor

PNC Financial Services Group; Edinboro (Erie County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Savings Account

Dental and Vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Wellness program

Parental leave

Up to 11 paid holidays

9 absence days

Job summary

PNC Financial Services Group in Edinboro, PA, is hiring a Financial Solutions Advisor to consult clients on investment and insurance strategies and to develop financial plans aligned with client goals.

The role focuses on building and retaining an investment and insurance book of business, delivering excellent client experience through sales and service, and supporting branch leadership with business development and referrals.

Qualifications

• FINRA Series 7/66 (or 63/65) required.
• Life and Health Insurance required.
• Typically requires a university/college degree with < 1 year of professional experience and/or completion of a formal development program.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.

Responsibilities

• Consult on investment and insurance strategies; grow and retain an investment and insurance book of business.
• Own the client experience by handling sales and service, identifying opportunities, and making referrals to internal partners as appropriate.
• Acquire, expand, and maintain client relationships through branch development and outbound calling.
• Develop and implement investment and insurance strategies, recommend appropriate products, and establish/monitor financial plans.
• Provide ongoing coaching and education to branch staff and internal partners to identify investment opportunities.
• Partner with branch manager/investment sales associate to lead the branch team toward investment results, with urgency and leading by example.
• Meet service level agreements on lead/referral follow-up and adhere to laws and guidelines.
• Communicate with branch leadership and partners to review business results and pipeline management.

Skills

FINRA Series 7/66

Life & Health Insurance

Education

University/College degree

Job description

Join a supportive, in-office team at PNC Financial Services Group in Edinboro, PA. This Financial Solutions Advisor role within PNC Wealth Management offers an opportunity to build lasting client relationships while partnering closely with branch leadership. You will work in a culture designed to help employees thrive and support work-life balance.

What you’ll do

As a Financial Solutions Advisor, you’ll consult clients on investment and insurance strategies and help develop financial plans aligned with their goals. You will be responsible for building and retaining an investment and insurance book of business while owning the client experience through efficient sales and service.

• Consult on investment and insurance strategies; grow and retain an investment and insurance book of business
• Own the client experience by efficiently handling sales and service, identifying sales and/or execution opportunities, and making referrals to internal business partners as appropriate
• Acquire, expand, and maintain client relationships through branch business development and outbound calling
• Develop and implement investment and insurance strategies, recommend appropriate products, and establish and monitor individual financial plans
• Provide ongoing coaching and education to branch staff and internal business partners to identify investment opportunities
• Partner with the branch manager and/or investment sales associate to lead the branch team on actions to achieve investment results, including urgency and leading by example
• Meet service level agreements on lead and referral follow up and adhere to applicable laws, regulations, policies, and guidelines
• Communicate with branch leadership and partners to review business results and pipeline management

What you bring

• FINRA Series 7 and 66 (or 63, 65) required
• Life and Health Insurance required
• Typically requires a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program
• In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered

Benefits at PNC

• 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, including select programs fully paid
• 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
• 15 to 25 vacation days each year depending on career level, based on years of service

Role profile: PNC is an in‑office employer fostering a supportive culture. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. You will be based in Edinboro, PA.

For more information about benefits for full-time and part‑time employees, visit pncthrive.com.

Disability accommodations

If an accommodation is required to participate in the application process, contact [e-mail] with subject line including “accommodation request,” along with name, job ID, and preferred method of contact. Applicants may also call 877-968-7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace and provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions.

Equal employment opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or FINRA, which prohibit hiring of individuals with certain criminal history.

California residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose personal information in hiring practices.