Wealth Solutions Advisor — Investments & Plans

PNC Financial Services Group, Inc.; Columbus (OH); On-site; USD 65,700 - 80,300; Full time

Benefits offered by this job

Medical coverage

401(k) with PNC match

Paid time off

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Columbus, OH. This role involves consulting on investment and insurance strategies while managing and growing client relationships. The ideal candidate will develop financial plans tailored to client needs and educate branch staff to identify investment opportunities.

With a focus on customer experience, applicants require either a college degree or equivalent experience along with necessary FINRA certifications. Competitive Base Salary: $73,000.00.

Qualifications

• University/college degree or equivalent experience preferred.
• Less than 1 year of professional experience is typical.
• FINRA Series 7 and 66 (or 63, 65) required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and retain an investment and insurance book of business.
• Develop and implement financial plans based on client needs.

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 Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Columbus, OH. This role involves consulting on investment and insurance strategies while managing and growing client relationships. The ideal candidate will develop financial plans tailored to client needs and educate branch staff to identify investment opportunities.

With a focus on customer experience, applicants require either a college degree or equivalent experience along with necessary FINRA certifications. Competitive Base Salary: $73,000.00.