Financial Solutions Advisor- Wealth Management

Overview

Position Overview:

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and foster an inclusive workplace where all 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 Brandon, FL in the Brandon, FL branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. Candidates are encouraged to discuss workplace expectations and branch hours with their recruiter and hiring manager. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Consults on investment and insurance strategies, and develops financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales opportunities or referrals to internal 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. Establish and monitor individual financial plans based on client needs and objectives; recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with the branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results. Maintain urgency and lead by example. Communicate regularly with internal and external partners to build strong relationships that drive referral activity.
• Meet regularly with branch manager and other internal partners to 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.

• Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.
• Work Experience: Roles at this level typically require a university/college degree with less than 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 may be considered.
• Education: Associates.
• Certifications: No Required Certification(s).
• Licenses: 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 full-time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account;

back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides paid time off, including holidays, vacation, and other leave as eligible. For more details, visit

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation request” in the subject line and provide your name, job , and preferred contact method. Applicants may also call  for accommodation assistance. All information will be kept confidential and used only to provide needed accommodations. We also provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories as defined by law. This position is subject to applicable regulatory requirements.

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.