Wealth Planning & Investment Solutions Advisor

Fairygodboss; Columbus (OH); On-site; USD 62,000 - 84,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability

401(k) with match

Paid holidays

Vacation days

Wellness program

Parental leave

Stock purchase plan

Job summary

PNC Financial Services is seeking a Financial Solutions Advisor in Columbus, OH within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and manage client experiences, driving referrals and growth.

You will coach branch staff, build relationships with internal partners, and ensure compliance with laws and guidelines while delivering superior client service.

Qualifications

• University/college degree typically required or equivalent.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Knowledge of sales, client relationship management and financial planning.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business; manages client experience.
• Expands client relationships through branch development and outbound calling.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets service level agreements and adheres to laws and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates

Job description

PNC Financial Services is seeking a Financial Solutions Advisor in Columbus, OH within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and manage client experiences, driving referrals and growth.

You will coach branch staff, build relationships with internal partners, and ensure compliance with laws and guidelines while delivering superior client service.