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Financial Solutions Advisor
Job in
Edinboro, Erie County, Pennsylvania, 16412, USA
Listed on 2026-09-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-14
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
- 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, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals
- 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
- Develop and implement investment and insurance strategies
- Determine suitable products and present financial recommendations and guidance
- Establish, monitor, and update individual financial plans
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Drive investment education and visibility among branch staff
- Lead branch-team actions to achieve investment results
- Communicate with internal and external partners to build relationships and drive referrals
- Review business results and pipeline management with branch managers and internal business partners
- Meet service-level agreements for lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
- University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Associates education listed
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Appropriate knowledge, skills, and abilities for the role
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling
- No required or preferred language assessments
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Demonstrates expertise in developing and implementing investment and insurance strategies while ensuring exceptional client experiences. Proficient in managing client relationships, driving sales opportunities, and adhering to regulatory standards.
Highest-signal resume keywords- FINRA Series 7
- FINRA Series 66
- Life And Health Insurance
- Customer Experience Management
- Coaching Others
- Investment Strategies
- Insurance Strategies
- Financial Planning
- Sales Activities
- Pipeline Management
- Product Knowledge
- Client Relationship Management
- Problem Solving
- Business Development
- Referral Management
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Customer Retention
- Coaching
- FINRA Series 7
- FINRA Series 66
- Life And Health Insurance
- Investment
- Insurance
- Client Experience
- Sales Opportunities
- Regulatory Compliance
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