Financial Solutions Advisor

Jobtailor; Edinboro (Erie County); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor is seeking a financial advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients in the United States. You will grow and retain an investment and insurance book of business, own the client experience, and drive referrals through proactive sales and service.

Applicants should hold FINRA Series 7 and 66, plus Life and Health Insurance credentials, and demonstrate excellence in client relationships, coaching, and regulatory compliance.

Qualifications

• University/college degree typically required; comparable education/experience considered
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance required
• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling
• No required or preferred language assessments
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Responsibilities

• 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, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals
• 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
• Develop and implement investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish, monitor, and update individual financial plans
• Coach and educate branch staff and internal business partners to identify investment opportunities
• Drive investment education and visibility among branch staff
• Lead branch-team actions to achieve investment results
• Communicate with internal and external partners to build relationships and drive referrals
• Review business results and pipeline management with branch managers and internal business partners
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Skills

Investment Strategies

Insurance Strategies

Financial Planning

Sales Activities

Pipeline Management

Product Knowledge

Client Relationship Management

Problem Solving

Business Development

Referral Management

Effective Communications

Interpersonal Relationships

Managing Priorities

Customer Retention

Coaching

Prospecting

Selling

Language Assessments - none

Education

University/college degree typically required; comparable education/experience considered

Associates education listed

Job description

• 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, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals
• 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
• Develop and implement investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish, monitor, and update individual financial plans
• Coach and educate branch staff and internal business partners to identify investment opportunities
• Drive investment education and visibility among branch staff
• Lead branch-team actions to achieve investment results
• Communicate with internal and external partners to build relationships and drive referrals
• Review business results and pipeline management with branch managers and internal business partners
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Requirements

• University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• Associates education listed
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance required
• Appropriate knowledge, skills, and abilities for the role
• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling
• No required or preferred language assessments
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while ensuring exceptional client experiences. Proficient in managing client relationships, driving sales opportunities, and adhering to regulatory standards.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life And Health Insurance
• Customer Experience Management
• Coaching Others

ATS Optimization Keywords

Hard Skills

• Investment Strategies
• Insurance Strategies
• Financial Planning
• Sales Activities
• Pipeline Management
• Product Knowledge
• Client Relationship Management
• Problem Solving
• Business Development
• Referral Management

Soft Skills

• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Customer Retention
• Coaching

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life And Health Insurance

Industry Keywords

• Investment
• Insurance
• Client Experience
• Sales Opportunities
• Regulatory Compliance