Financial Solutions Advisor – Wealth Planning & Growth

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

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.