Financial Wellness Consultant
Listed on 2026-01-12
-
Finance & Banking
73% say women are treated fairly and equally to men
81% say the CEO supports gender diversity
Ratings are based on anonymous reviews by Fairygodboss members.
Tuition-free and other education options available
Up to 40 Hours Paid Time Off to Volunteer with Grow up Great
Position summaryThe role involves working with human resources decision-makers or benefits managers to design custom programs for clients, providing advice and services including financial education, banking benefits, health-based accounts (like HSAs and FSAs), student debt solutions, earned wage access, and retirement services. The focus is on employing a consultative approach to client management.
Job DescriptionResponsibilities include managing relationships with new and existing clients to grow sales, revenue, and market share, typically working with clients of basic risk and complexity levels. The role involves acquiring, expanding, and retaining client relationships, analyzing and negotiating credit and non-credit products, managing risks, and increasing client engagement and loyalty. Building internal and external relationships to acquire new clients and expand existing ones is essential, along with leveraging reporting and sales tools to identify opportunities.
The ability to analyze and mitigate credit risks according to credit fundamentals and policies is required.
Employees are expected to be customer-focused, managing risks effectively, and aligned with PNC's values and risk management framework.
QualificationsCandidates should demonstrate relevant knowledge, skills, and experience, including a university/college degree with 3+ years of industry experience. Certifications and licenses are not mandatory but may be preferred.
BenefitsPNC offers comprehensive benefits including health coverage, dental, vision, life insurance, disability protection, 401(k) with match, pension, stock plans, dependent care reimbursement, educational assistance, wellness programs, and paid time off such as holidays, vacation, and parental leave.
Accommodations and EEOApplicants requiring accommodations should contact the provided email or phone number. PNC is an equal opportunity employer, fostering an inclusive workplace, and provides reasonable accommodations for applicants with disabilities.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).