Financial Solutions Advisor - PNC Wealth Management

Position Overview As a Financial Solutions Advisor in PNC’s Wealth Management at Oak Tree, Edison, NJ, you will partner with clients to develop investment and insurance strategies. PNC values an inclusive, customer‑focused culture and encourages collaboration across teams. This is an in‑office role that supports work‑life balance and requires no visa sponsorship. Job Description Key responsibilities include: Consult on investment and insurance strategies and develop comprehensive financial plans for clients. Grow and retain a book of business, acquiring new relationships through branch development and outbound calling. Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal partners. Present sound financial recommendations, implement strategies, and monitor plans, recommending changes as needed. Coach and educate branch staff and internal partners to drive investment education and business results. Lead branch actions to achieve investment targets, setting a sense of urgency and communicating progress to partners. Meet service‑level agreements on lead and referral follow‑up, adhering to all applicable laws, regulations, policies, and guidelines. Qualifications Required: Associate’s degree or higher, or a comparable combination of education, certification, and experience. FINRA Series7 and66 (or Series63/65) licenses, with Life and Health Insurance authorization. Relevant experience, preferably Competencies: Coaching others Customer experience management Customer retention Effective communication Interpersonal relationships Managing multiple priorities Prospecting Sales tasks and activities Selling Pay Transparency Base Salary: $73,000.00 – $73,000.00 (subject to geographic, market, and individual skill adjustments). Benefits PNC offers a comprehensive benefits package including medical, prescription drug, dental, vision, life insurance, short and long‑term disability, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, child/elder care backup, adoption and doula reimbursements, educational assistance, and a wellness program. Paid time off includes maternity/parental leave, holidays, occasional absence days, and vacation days based on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact PNC at the email address provided and include “accommodation request” in the subject line. Follow the instructions for requesting accommodations. All information provided will be kept confidential and used only to provide reasonable accommodations. Equal Employment Opportunity PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section19 of the Federal Deposit Insurance Act and the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and/or FINRA, which prohibit the hiring of individuals with certain criminal history. California residents may consult the California Consumer Privacy Act Privacy Notice for further details. #J-18808-Ljbffr PNC