Wealth Solutions Advisor - Build Client Wealth & Strategy

PNC; Chicago (IL); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase program

Educational assistance

Wellness program

Paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Financial Solutions Advisor in Skokie, IL to consult on investment and insurance strategies and develop client financial plans. You will grow and retain a book of business and own the client experience by handling sales, service, and referrals to internal partners.

The role emphasizes building strong client relationships through branch development and outbound calls, while coaching staff to identify opportunities and deliver exceptional service.

Qualifications

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

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and referrals to internal partners as appropriate.
• Acquire, expand and maintain client relationships through branch business development and outbound calling.
• Coach and educate branch staff to identify investment opportunities and drive referrals.

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 and 66 (or 63,65)

Life and Health Insurance

Job description

PNC Wealth Management is seeking a Financial Solutions Advisor in Skokie, IL to consult on investment and insurance strategies and develop client financial plans. You will grow and retain a book of business and own the client experience by handling sales, service, and referrals to internal partners.

The role emphasizes building strong client relationships through branch development and outbound calls, while coaching staff to identify opportunities and deliver exceptional service.