Financial Solutions Advisor - PNC Wealth Management

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management, you will be based in our Oak Tree, Edison, NJ location. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. 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, efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate. 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 appropriately and efficiently. Develop and implement investment and insurance strategies for clients, determining the best products to support such 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. Actively and regularly 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 the 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 regularly 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. Qualifications Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling. Roles at this level typically require a university or college degree with In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Required certification: FINRA Series 7 and 66 (or 63,65). Life and Health Insurance required. Pay Transparency Base Salary: $73,000 – $73,000 per year. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Benefits Medical/prescription drug coverage with a Health Savings Account feature. Dental and vision options. Employee and spouse/child life insurance. Short‑ and long‑term disability protection. 401(k) with PNC match, pension and stock purchase plans. Dependent care reimbursement account. Backup child/elder care reimbursement. Adoption, surrogacy and doula reimbursement. Educational assistance, including select programs fully paid. Robust wellness program with financial incentives. Maternity and/or parental leave. Up to 11 paid holidays each year. Up to 9 occasional absence days each year, unless otherwise required by law. 15 to 25 vacation days each year, depending on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Equal Employment Opportunity (EEO) 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 Section 19 of the Federal Deposit Insurance Act (FDIA) and the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents: Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC Financial Services Group, Inc.