Financial Solutions Advisor

Jobtailor; Town of Carmel (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

PNC seeks a Financial Advisor in New York to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business. You will own the client experience, handling sales, service, and referrals while expanding relationships with branch staff and partners.

The role requires FINRA licenses, a Life and Health Insurance license, and a commitment to compliance. You will collaborate across teams to identify opportunities and deliver personalized financial

Qualifications

• Associate degree or higher typically required
• FINRA Series 7 and 66, or Series 7 and 63/65, required
• Life and Health Insurance license required

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 efficiently
• Identify sales opportunities, execute opportunities, and refer to internal partners

Skills

Investment strategies

Client relationship mgmt

Sales execution

Risk management

Business development

Pipeline management

Referral activity

Communication

Team leadership

Customer experience

Education

Associate or Bachelor’s degree

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 efficiently
• Identify sales opportunities, execute opportunities, and make referrals to internal business partners
• 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
• Determine suitable products and present financial recommendations and guidance
• Establish and monitor individual financial plans and recommend changes as needed
• 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 in partnership with the branch manager and/or investment sales associate
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet regularly with the branch manager and internal business partners to review business results and pipeline management
• Meet service-level agreements for lead and referral follow-up
• Manage customer experience, retention, prospecting, sales activities, and multiple priorities
• Assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework

Requirements

• Associate degree / university or college degree typically required at this level
• Less than 1 year of professional experience and/or successful completion of a formal development program
• Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree
• FINRA Series 7 and 66, or Series 7 and 63/65, required
• Life and Health Insurance license required
• No required or preferred language assessments
• Must comply with applicable laws, regulations, policies, and guidelines
• Position subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history
• PNC will not provide employment visa sponsorship or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while managing client relationships and enhancing customer experience. Proficient in assessing risks and ensuring compliance with applicable laws and regulations.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License
• Investment Strategy Development
• Client Relationship Management

Hard Skills

• Financial Planning
• Investment Strategies
• Insurance Strategies
• Sales Execution
• Risk Management
• Client Problem Solving
• Business Development
• Pipeline Management
• Referral Activity
• Sales Activities

Soft Skills

• Communication
• Coaching
• Team Leadership
• Client Experience Management
• Relationship Building

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License

Industry Keywords

• Investment Management
• Insurance Sales
• Client Retention
• Sales Opportunities
• Enterprise Risk Management