Wealth Management: Financial Solutions Advisor

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

Benefits offered by this job

Medical Insurance

Dental & Vision

Life Insurance

Disability Protection

401(k) with match

Job summary

PNC, based in Cincinnati, OH, seeks a Financial Solutions Advisor within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience.

You will expand client relationships through branch business development and outbound calling, coach staff on opportunities, and ensure compliance with laws and guidelines. A strong focus on referrals and collaboration with partners is required.

Qualifications

• Roles at this level typically require a university / college degree with
• Associates degree required.
• FINRA Series 7 and 66 (or 63,65) licenses are required, and Life and Health Insurance licenses are required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and owns the client experience.
• Expands client relationships through branch business development and outbound calling.
• Delivers investment education and guidance to clients and ensures plans are monitored and updated.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks

Selling

Education

Associates

Job description

PNC, based in Cincinnati, OH, seeks a Financial Solutions Advisor within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience.

You will expand client relationships through branch business development and outbound calling, coach staff on opportunities, and ensure compliance with laws and guidelines. A strong focus on referrals and collaboration with partners is required.