Financial Solutions Advisor - PNC Wealth Management
$73,000–$73,000 year
On-site · Fort Lee, New Jersey, United States or Oak Tree, New Jersey, United States
Job Summary
Consults on investment and insurance strategies and develops financial plans for clients; grows and retains an investment and insurance book of business; owns the client experience across sales and service, identifying opportunities and coordinating referrals; acquires and expands client relationships through branch-based development and outbound calling; coaches branch staff on investment opportunities and drives education and visibility among staff; collaborates with branch leadership to achieve investment results and maintain proactive communication with internal partners.
Required Qualifications
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Education Associates Certifications
- No visa sponsorship—PNC will not provide sponsorship for employment visas or STEM OPT
Additional Requirements
- No visa sponsorship available for this role
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