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Financial Wellness Consultant

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Fairygodboss
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Why you should apply for a job to PNC Financial Services Group:

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 summary

The 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 Description

Responsibilities 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.

Qualifications

Candidates 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.

Benefits

PNC 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 EEO

Applicants 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.

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