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PNC · 4 hours ago

Financial Solutions Advisor

West Aurora (IL237)

Full-time

Onsite

Entry Level

$41K/yr - $109K/yr

1+ years exp

PNC is a financial institution that values its people as their greatest asset. The Financial Solutions Advisor role involves consulting on investment and insurance strategies while maintaining and growing client relationships to ensure an exceptional client experience.

BankingFinanceFinancial Services

No H1B

Responsibilities

Consults on investment and insurance strategies, as well as the development of financial plans for clients

Grows and retains an investment and insurance book of business

Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate

Acquires, expands and maintains client relationships through branch business development and outbound calling

Grows client loyalty and share of wallet through an exceptional client experience

Applies product and procedural knowledge to solve client problems appropriately and efficiently

Develops and implements investment and insurance strategies for clients

Determines the best products to support such strategies

Presents sound financial recommendations and guidance to clients

Establishes individual financial plans based on client financial needs and objectives

Monitors financial plans and recommends changes as needed

Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities

Drives investment education and visibility among branch staff

In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results

Shows urgency with activities and leads by example

Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity

Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management

Meets service level agreements on lead and referral follow up

Adheres to all applicable laws, regulations, policies and guidelines

Qualification

FINRA Series 7FINRA Series 66Life InsuranceHealth InsuranceCustomer Experience ManagementCoaching OthersInterpersonal RelationshipsManaging Multiple PrioritiesProspectingSales Tasks And ActivitiesSellingEffective Communications

Required

University / college degree with < 1 year of professional experience and/or successful completion of a formal development program

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

FINRA Series 7 and 66 (or 63,65) required

Life and Health Insurance required