Financial Solutions Advisor

About the Role

• Financial Solutions Advisor role within PNC Wealth Management, based in Houston, TX.
• This is an in-office position.

Key Responsibilities

• Consult on investment and insurance strategies, and the development of financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service, identifying sales opportunities, and making referrals.
• Acquire, expand, and maintain client relationships through branch business development and outbound calling.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems.
• Develop and implement investment and insurance strategies for clients.
• Determine the best products to support client strategies.
• Present sound financial recommendations and guidance to clients.
• Establish individual financial plans based on client financial needs and objectives.
• Monitor financial plans and recommend changes as needed.
• Coach and educate branch staff and internal business partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• Lead the branch team on actions to achieve investment results, in partnership with branch manager and/or investment sales associate.
• Show urgency with activities and lead by example.
• Maintain regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Meet with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements on lead and referral follow-up.
• Adhere to all applicable laws, regulations, policies, and guidelines.

Competencies

• Coaching Others
• Customer Experience Management.
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling

Requirements & Tech Stack

• Customer Focused: Align customer needs and satisfaction as primary considerations in all business decisions.
• Managing Risk: Assess and effectively manage risks associated with business objectives and activities.

Qualifications

• Education: Associates degree.
• Work Experience: Roles at this level typically require less than 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.
• Licenses:
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.
• Certifications: No Required Certification(s).

Note: PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.