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Financial Solutions Advisor - PNC Wealth Management at PNC Bank - ApplyBlast

Financial Solutions Advisor - PNC Wealth Management

PNC Bank

5 months ago

2.7 on Glassdoor

Fort Lee, NJ

Onsite

Full Time

Junior

0 applicants

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About this role

As a Financial Solutions Advisor at PNC, you will consult on investment and insurance strategies to develop comprehensive financial plans for clients. You will acquire and maintain client relationships through business development, sales, and service while driving growth and retention within the Wealth Management department. This role involves coaching branch staff, leading team actions to achieve investment results, and ensuring adherence to all relevant financial regulations and policies.

Responsibilities

Develop and implement personalized investment and insurance strategies for clients
Acquire and expand client relationships through branch business development
Coach and educate branch staff to identify and capitalize on investment opportunities
Monitor financial plans and recommend necessary adjustments to align with client goals
Demonstrate customer focus by delivering customized solutions and managing business risk

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseLife and Health Insurance Licenses

About PNC Bank

pnc.com

Headquarters

Pittsburgh, Pennsylvania, United States

Company Size

10001+ employees

Founded

2014

View Profile

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.