Financial Solutions Advisor - PNC Wealth Management

Location: In-office in Columbus, Ohio (43228), United States

Base salary: $73,000 per year

Company

hirify.global is a financial services company focused on customer solutions, wealth management, and inclusive workplace practices.

What you will do

• Consult with clients on investment and insurance strategies and develop tailored financial plans.
• Grow and retain an investment and insurance book of business through branch development and outbound calling.
• Present financial recommendations, monitor client plans, and recommend adjustments as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities.
• Coordinate with branch managers and business partners on business results, pipelines, leads, and referrals.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• University or college degree with less than one year of professional experience, or comparable education, certifications, and experience.
• Associate-level education is listed for the position.
• Required licenses: FINRA Series 7 and Series 66, or Series 63 and 65.
• Life and Health Insurance license required.
• Strong customer focus, communication, interpersonal, sales, prospecting, coaching, and prioritization skills.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with a supportive and inclusive workplace culture.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) with company match, pension, stock purchase plans, and financial wellness support.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
• Educational assistance, wellness incentives, dependent care support, and family-related reimbursement programs.