Financial Solutions Advisor - PNC Wealth Management

Position Overview Financial Solutions Advisor – Niles, IL. Deliver the best customer experience while fostering an inclusive workplace culture. Operate in a supportive, in‑office environment that encourages balance and professional growth. This role is not open to sponsored visas or STEM OPT participation. Job Description Consult on investment and insurance strategies and develop financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, handling sales and service efficiently, identifying opportunities and making referrals to internal partners. Acquire, expand and maintain client relationships through branch development and outbound calling. Build client loyalty and share of wallet through exceptional service. Apply product and procedural knowledge to solve client problems appropriately and efficiently. Develop and implement investment and insurance strategies for clients. Determine the best products to support strategies and present sound recommendations. Establish individual financial plans based on client needs and objectives. Monitor plans and recommend changes as needed. Coach and educate branch staff and internal partners to identify investment opportunities and drive investment education. Lead the branch team with the manager or investment sales associate to achieve investment results, showing urgency and leadership. Communicate regularly with internal and external partners to build relationships and drive referral activity. Meet with the branch manager and partners to review results and manage pipeline. Maintain service‑level agreements on lead and referral follow‑up. Adhere to all applicable laws, regulations, policies and guidelines. Employee Expectations Customer Focused – Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations and able to create customized solutions. Managing Risk – Assess and effectively manage risks associated with business objectives to support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Competencies Coaching Others Customer Experience Management Customer Retention Effective Communications Interpersonal Relationships Managing Multiple Priorities Prospecting Sales Tasks And Activities Selling Work Experience University or college degree with 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. Education Associates degree preferred. Licenses & Certifications FINRA Series 7 and 66 (or Series 63/65) required. Life and Health Insurance required. Salary Base Salary: $73,000.00 – $73,000.00. Salaries may vary based on geographic location, market data, skills, experience, and education. Benefits Medical and prescription drug coverage with a Health Savings Account. Dental and vision options. Employee and spouse/child life insurance. Short‑term and long‑term disability protection. 401(k) with PNC match, pension and stock purchase plans. Dependent care reimbursement account. Backup child/elder care. Adoption, surrogacy, and doula reimbursement. Educational assistance, including select fully paid programs. Robust wellness program with financial incentives. Paid time off: maternity/parental leave, up to 11 holidays, 9 occasional absence days, 15‑25 vacation days (career level dependent), and additional days for years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [emailprotected] with the subject line "accommodation request" and include your name, the job ID, and your preferred method of contact. If you prefer to call, use the Workday number listed in the job posting. 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 prohibitions on hiring individuals with certain criminal history. Legal Notice For California residents, refer to the California Consumer Privacy Act privacy notice regarding how PNC uses or discloses information in hiring practices. Application Window This opening is expected to be posted for two business days from 05/29/2026, unless otherwise noted. #J-18808-Ljbffr PNC