Wealth Solutions Advisor

PNC Financial Services Group, Inc.; Lincolnwood (IL); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Job summary

PNC Financial Services Group, Inc. in Skokie, IL seeks a Financial Solutions Advisor within PNC Wealth Management.

You will consult on investment and insurance strategies, develop financial plans, grow and retain client relationships, and drive referrals with internal partners. You will acquire, expand, and maintain client relations through branch business development and outbound calling, delivering an outstanding client experience.

Qualifications

• Relevant competencies include coaching others and delivering exceptional client experiences.
• Ability to manage multiple priorities and prospect new business while maintaining strong relationships.
• Experience in sales and advisory roles within wealth management is preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains client relationships and book of business.
• Executes referrals and expands client loyalty through an exceptional client experience.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

FINRA Series 7 & 66 (or 63,65) required

Life and Health Insurance required

Job description

PNC Financial Services Group, Inc. in Skokie, IL seeks a Financial Solutions Advisor within PNC Wealth Management.

You will consult on investment and insurance strategies, develop financial plans, grow and retain client relationships, and drive referrals with internal partners. You will acquire, expand, and maintain client relations through branch business development and outbound calling, delivering an outstanding client experience.