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Added 4 mins ago
Associate Director, Oligonucleotide Development
Dyne Therapeutics
Waltham, MA
The Associate Director, Oligonucleotide Development leads chemical synthesis and development strategies for PMO and modified ASO payload molecules, overseeing execution internally and…
Added 5 mins ago
Personal Shopper
C&S Wholesale Grocers, Inc.
Granger, IN
Implement the Company service program(s) and model high standards of service to achieve positive customer satisfaction.
Added 5 mins ago
Warehouse Associate - Accredo
The Cigna Group
Whitestown, IN
Educational development programs with tuition-free and partially funded learning opportunities
Added 5 mins ago
W
Auto Care Center Service Writer
Walmart
SHELBYVILLE, IN
- $14 to $27 USD / hour
…is a rewarding place to work with opportunities for advanced associate training, business development, and application of…
Added 5 mins ago
W
Auto Care Center Service Writer
Walmart
WEST LAFAYETTE, IN
- $14 to $27 USD / hour
…is a rewarding place to work with opportunities for advanced associate training, business development, and application of…
Added 5 mins ago
Office Operations Assistant
Ascension Health
Anderson, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 5 mins ago
Meat Associate
C&S Wholesale Grocers, Inc.
South Bend, IN
Package and Label Meat Products per program plan
Added 5 mins ago
Deli Associate
C&S Wholesale Grocers, Inc.
South Bend, IN
Package and Label Deli Products per program plan
Added 5 mins ago
Medical Assistant Certified
Ascension Health
Carmel, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 5 mins ago
Respiratory Therapist Lead Adult
Ascension Health
Carmel, IN
Oversee onboarding and professional development for assigned staff, evaluating growth and coaching for excellence.
Added 5 mins ago
Respiratory Services Lead
Ascension Health
Carmel, IN
Oversee onboarding and professional development for assigned staff, evaluating growth and coaching for excellence.
Added 6 mins ago
Associate Director - Technical Data Product Owner
Lilly
Indianapolis, IN
Support the development of data ingestion, transformation, quality, and observability capabilities.
Added 6 mins ago
Clinical Data Associate
Lilly
Indianapolis, IN
The Clinical Data Associate is accountable for the end-to-end clinical data sciences delivery for a clinical study, including clinical database build, data acquisition, storage, retrieval,…
Added 6 mins ago
LillyDirect Pharmacy Master Data Technical Lead
Lilly
Indianapolis, IN
Added 6 mins ago
Switchboard Operator
Ascension Health
Indianapolis, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 6 mins ago
LillyDirect Pharmacy Data Engineer
Lilly
Indianapolis, IN
Hands-on experience with Databricks , including workspace configuration, notebook development, Delta Lake, and performance optimization.
Added 6 mins ago
Chief of Manufacturing Engineering - Castings
Rolls-Royce
Indianapolis, IN
Associate degree in Engineering, Science or Technology with 10+ years of Manufacturing Engineering, Quality or Materials experience, OR
Added 12 mins ago
Buyer and Planner
Supply Technologies
Cleveland, OH
…intellectual and technological infrastructure to give you a program of process, resource and production efficiencies that improve your competitive position in the…
Added 13 mins ago
HF
Volunteer Services Trainer
Houston Food Bank
Houston, TX
- $20 to $25 USD / hour
High School Diploma from an accredited school or general education development (GED) certificate. Associate's degree from an accredited college or university, preferred
Added 16 mins ago
Public Safety Ambassador Supervisor
Cornell University
Ithaca, NY
Mentor, train, and coach Public Safety Ambassadors, fostering professional development, accountability, and high standards of service.
Added 17 mins ago
Banking Center Manager - Cary, NC
First Horizon Bank
CARY, NC
Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement.
Added 22 mins ago
W
Auto Care Center Technician
Walmart
THOMASVILLE, AL
- $17 to $30 USD / hour
…is a rewarding place to work with opportunities for advanced associate training, business development, and application of…
Added 22 mins ago
B
Retail Front End Supervisor - Full-Time
Burlington
Trussville, AL
- $15 to $17 USD / hour
- Full-time
You will enjoy a competitive wage, flexible hours, and an associate discount. Burlington's benefits package includes medical, dental, and vision coverage including life and disability…
Added 22 mins ago
ES
Program Coordinator
EIG Services LLC
Monroeville, PA
- $18 USD / hour
The Program Coordinator is responsible for the daily care, supervision, and safety of the individuals in residential and community settings. The Program Supervisor ensures the assigned site…
Added 23 mins ago
Multi Functional Info Systems Analyst Asc - E1
Lockheed Martin
Huntsville, AL
Performs a variety of activities in information systems design, development, and analysis encompassing one or more of the following areas of technical expertise: programming, computer…

Closed listing

PNC

Financial Solutions Advisor - PNC Wealth Management

Houston, TX, United States
Bellaire, TX, United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Experience: Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
Posting language: English
Posted: Nov 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 Wealth Management, you will be based in Houston, TX.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

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

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through branch business development and outbound calling. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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

Work Experience Roles at this level typically require a university / college degree with < 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

Certifications No Required Certification(s)

Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 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.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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, for any registered role, 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

About employer

More about this job

Skills

Sales
Communication skills
Risk management
Coaching
Manage the customer experience
Cold calling

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