Financial Solutions Advisor

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in our St.

Louis Hills branch.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• 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, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquire, expand and maintain client relationships through branch business development and outbound calling. Grow client loyalty and share of wallet through an exceptional client experience. Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients. Determine the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client financial needs and objectives. Monitor financial plans and recommend changes as needed.
• Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results. Show urgency with activities and lead by example. Have regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meet with branch manager and other internal business partners to communicate and review business results and pipeline management. Meet service level agreements on lead and referral follow up. Adhere to all applicable laws, regulations, policies and guidelines.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling.

Roles at this level typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Associates

No Required Certification(s)

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for…