Wealth Solutions Advisor (Investment & Insurance)
PNC
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Benefits offered by this job
Job summary
PNC Wealth Management seeks a Financial Solutions Advisor to base in Skokie, IL, focusing on investment and insurance strategies and comprehensive financial planning for clients. The role emphasizes expanding a book of business, delivering top-notch client experiences, and collaborating with internal partners.
Candidate will coach branch staff, drive referral activity, and maintain strong relationships with internal and external partners while adhering to regulatory guidelines and service
Qualifications
- Undergraduate level required with relevant licensure for FINRA registrations.
- FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
- Associates degree or equivalent with financial services focus preferred.
Responsibilities
- Consults on investment and insurance strategies and develops client financial plans.
- Acquires, expands and maintains client relationships through branch 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 and ensures compliance with laws and policies.
Skills
Education
Job description
PNC Wealth Management seeks a Financial Solutions Advisor to base in Skokie, IL, focusing on investment and insurance strategies and comprehensive financial planning for clients. The role emphasizes expanding a book of business, delivering top-notch client experiences, and collaborating with internal partners.
Candidate will coach branch staff, drive referral activity, and maintain strong relationships with internal and external partners while adhering to regulatory guidelines and service
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