Wealth Investment & Insurance Advisor

PNC; Columbus (OH); On-site; USD 65,700 - 80,300; Full time

Benefits offered by this job

Medical coverage

401(k) with PNC match

Paid time off and holidays

Educational assistance

Wellness program

Job summary

PNC in Columbus, OH is looking for a Financial Solutions Advisor to develop financial plans and consult on investment and insurance strategies for clients. The ideal candidate will have a strong focus on building client relationships and driving investment education within the branch.

This role offers a base salary of $73,000 and a variety of benefits, including medical coverage, 401(k) matching, and paid time off.

Qualifications

• Requires university/college degree or equivalent experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows and retains an investment and insurance book of business.
• Develops individual financial plans based on client needs.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associate's Degree

Job description

PNC in Columbus, OH is looking for a Financial Solutions Advisor to develop financial plans and consult on investment and insurance strategies for clients. The ideal candidate will have a strong focus on building client relationships and driving investment education within the branch.

This role offers a base salary of $73,000 and a variety of benefits, including medical coverage, 401(k) matching, and paid time off.