Wealth Solutions Advisor: Invest, Plan & Grow Clients

PNC Financial Services Group, Inc.; Titusville (Crawford County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

Paid time off

Career growth opportunities

Job summary

PNC Wealth Management seeks a Financial Solutions Advisor based in Edinboro, PA. You will consult on investment and insurance strategies, develop financial plans, and own the client experience while coordinating with internal partners to deliver tailored solutions.

You will expand client relationships, coach staff, and drive referrals. FINRA Series 7/66 and Life and Health licenses are required, along with a university degree and a year or less of related experience.

Qualifications

• University / college degree required.
• FINRA Series 7 and 66 required (or 63/65). Life and Health Insurance licenses required.
• No visa sponsorship or STEM OPT for this position.

Responsibilities

• Consults on investment and insurance strategies, develops financial plans, and grows a client book.
• Acquires and expands client relationships through branch business development and outbound calls.
• Develops and implements investment strategies and presents recommendations to clients.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with management to review results, pipeline, and service level agreements.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Prospecting

Sales Tasks And Activities

Selling

Education

University degree

<1 year of professional experience

Job description

PNC Wealth Management seeks a Financial Solutions Advisor based in Edinboro, PA. You will consult on investment and insurance strategies, develop financial plans, and own the client experience while coordinating with internal partners to deliver tailored solutions.

You will expand client relationships, coach staff, and drive referrals. FINRA Series 7/66 and Life and Health licenses are required, along with a university degree and a year or less of related experience.