Wealth Solutions Advisor: Client-Focused Investing & Insurance

Fairygodboss; Skokie (IL); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Stock purchase plan

Paid holidays

Job summary

PNC Wealth Management in Skokie, IL is seeking a Financial Solutions Advisor to consult on investment and insurance strategies and develop comprehensive financial plans. You will grow a client book and lead a high-touch client experience from a branch network.

Role includes coaching branch staff, expanding referrals, and coordinating with internal partners to meet investment targets while adhering to regulations and service standards.

Qualifications

• University or college degree with <1 year of professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Roles at this level are part of a structured development track.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Expands and maintains client relationships through branch development and outbound calling.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drives referrals.
• Meets with branch leadership to review results and ensure service levels and compliance.

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 Wealth Management in Skokie, IL is seeking a Financial Solutions Advisor to consult on investment and insurance strategies and develop comprehensive financial plans. You will grow a client book and lead a high-touch client experience from a branch network.

Role includes coaching branch staff, expanding referrals, and coordinating with internal partners to meet investment targets while adhering to regulations and service standards.