Financial Solutions Advisor - PNC Wealth Management

Location: Onsite in Skokie, Illinois, United States

Base salary: $52,500–$87,500 per year

Company

hirify.global is a financial services company focused on delivering banking and wealth management solutions to customers.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized 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 changes based on evolving needs.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive referrals.
• Review business results and pipeline activity with branch managers and internal partners while meeting service-level agreements.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Associate degree; comparable education, certification, and experience may be considered in lieu of a degree.
• Less than one year of professional experience and/or successful completion of a formal development program is typical for this level.
• Required licenses: FINRA Series 7 and Series 66, or Series 63 and 65.
• Life and Health Insurance license required.
• Demonstrated customer focus, communication, sales, prospecting, coaching, and relationship-building skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office workplace with an inclusive and supportive culture.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid holidays, occasional absence days, vacation, parental leave, and disability protection.
• Educational assistance and dependent care, adoption, surrogacy, and doula reimbursement programs.