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Financial Solutions Advisor at PNC Bank - ApplyBlast

Financial Solutions Advisor

PNC Bank

1 month ago

2.7 on Glassdoor

Houston, Texas, United States

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Solutions Advisor at PNC Wealth Management consults on investment and insurance strategies while developing comprehensive financial plans for clients. The role focuses on growing and retaining a book of business through proactive client relationship management, branch business development, and effective sales execution. This position requires strong coaching abilities to educate branch staff and internal partners on investment opportunities while ensuring compliance with all regulatory standards.

Responsibilities

Consult on investment and insurance strategies and develop financial plans for clients
Acquire and expand client relationships through branch business development and outbound calling
Coach branch staff and internal partners to identify investment opportunities and drive referral activity

Skills

Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health Insurance

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.