Wealth Solutions Advisor

PNC; Edinboro (Erie County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Job summary

PNC Wealth Management seeks a Financial Solutions Advisor to base in Edinboro, PA. You will consult on investments and insurance, craft financial plans, and manage a growing client book while delivering an exceptional client experience.

Responsibilities include outbound prospecting, coaching branch staff, and collaborating with internal partners to drive referrals. FINRA licenses and Life/Health insurance credentials are required.

Qualifications

• Roles typically require a university/college degree with <1 year of professional experience.
• FINRA Series 7 and 66 licenses (or 63/65) and Life and Health Insurance credentials are required.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains investment and insurance book of business and manages client experience.
• Expands client relationships through branch development and outbound calling.
• Teaches and guides branch staff to identify investment opportunities and drive referrals.
• Ensures adherence to laws, regulations, and internal policies.

Skills

Coaching Others

Customer Experience

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks

Selling

Education

Associates

Job description

PNC Wealth Management seeks a Financial Solutions Advisor to base in Edinboro, PA. You will consult on investments and insurance, craft financial plans, and manage a growing client book while delivering an exceptional client experience.

Responsibilities include outbound prospecting, coaching branch staff, and collaborating with internal partners to drive referrals. FINRA licenses and Life/Health insurance credentials are required.