In-Office Wealth Solutions Advisor — Client Growth & Planning

PNC Financial Services Group; Cincinnati (OH); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Job summary

PNC Financial Services Group, based in Cincinnati, OH, is seeking a Financial Solutions Advisor in Wealth Management. The role concentrates on consultative financial planning, investment and insurance strategies, and building a robust client book while guiding branch staff and partnering with internal teams.

Candidates typically hold a university degree with <1 year of experience; FINRA Series 7/66 and Life & Health Insurance licenses are required. This in-office role emphasizes compliant, client-centric service and growth within the branch network.

Qualifications

• University/college degree typically required; <1 year of professional experience or completion of a development program.
• FINRA Series 7 and 66 (or 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 investment and insurance book of business; own client experience and referrals to internal partners.
• Acquire and expand client relationships through branch business development and outbound calling.
• Develop and implement investment/insurance strategies; present recommendations and monitor plans.
• Coach branch staff to identify investment opportunities and drive referral activity.

Skills

Coaching Others

Customer Experience

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Priorities

Prospecting

Sales Tasks

Selling

Education

Associates

Job description

PNC Financial Services Group, based in Cincinnati, OH, is seeking a Financial Solutions Advisor in Wealth Management. The role concentrates on consultative financial planning, investment and insurance strategies, and building a robust client book while guiding branch staff and partnering with internal teams.

Candidates typically hold a university degree with <1 year of experience; FINRA Series 7/66 and Life & Health Insurance licenses are required. This in-office role emphasizes compliant, client-centric service and growth within the branch network.