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Client Solution Advisor Pnc Jobs in California (NOW HIRING)

Hive

Client Solutions Associate

San Francisco, CA · On-site

$80K - $110K/yr

At Hive, our Client Solutions team is responsible for commercial deployment of all the ... Execute and advise on innovative solutions for clients in all verticals, including media, retail ...

Hive

Client Solutions Associate

San Francisco, CA

$80K - $110K/yr

At Hive, our Client Solutions team is responsible for commercial deployment of all the ... Execute and advise on innovative solutions for clients in all verticals, including media, retail ...

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Client Solution Advisor Pnc information

What does a client solution advisor at PNC do?

A Client Solution Advisor at PNC works closely with clients to understand their financial needs and provide tailored banking and financial solutions. They serve as the primary point of contact for clients, offering advice on products and services such as loans, investments, and cash management. Their goal is to build long-term relationships by delivering exceptional customer service and helping clients achieve their financial objectives. The role often involves collaborating with other PNC specialists to ensure clients receive comprehensive support.

What skills and qualifications are needed to thrive as a client solution advisor at PNC?

To excel as a Client Solution Advisor at PNC, you generally need a solid background in finance, customer relationship management, and a bachelor's degree in business or a related field. Familiarity with CRM software, banking platforms, and financial analysis tools is typically required. Strong interpersonal skills, problem-solving abilities, and effective communication help differentiate top performers in this client-facing role. These skills and qualifications are crucial for building trust, delivering tailored solutions, and driving client satisfaction in a competitive financial services environment.

How does a client solution advisor at PNC collaborate with internal teams to deliver customized solutions for clients?

As a Client Solution Advisor at PNC, you will regularly collaborate with relationship managers, product specialists, and risk management teams to develop tailored financial solutions for clients. This role involves participating in joint client meetings, sharing insights about client needs, and coordinating with internal experts to address complex challenges. Clear communication and teamwork are essential, as you will serve as a bridge between clients and the bank’s specialized departments to ensure seamless delivery and client satisfaction.

What is the difference between Client Solution Advisor Pnc vs Financial Advisor?

AspectClient Solution Advisor PncFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses; FINRA registrationSeries 7, 66, or 63 licenses; CFP certification often preferred
Work EnvironmentBank branches, client meetings, financial product salesIndependent or firm-based, client meetings, investment planning
Employer & IndustryPnc Bank, financial services industryVarious financial firms, wealth management industry

The main difference is that a Client Solution Advisor Pnc primarily works within Pnc Bank, focusing on banking products and basic financial solutions, while a Financial Advisor offers comprehensive investment and wealth management services, often with additional certifications. Both roles require similar licenses but differ in scope and client engagement.

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Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center

Bank of America

Sacramento, CA

$28.85 - $33.65/hr

Full-time

PTO

Re-posted yesterday

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Role Specifics:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Required Qualifications:

  • Displays confidence working in a sales role

  • Builds strong client relationships through effective communication and collaboration

  • Displays a proactive mindset and effective time management

  • Demonstrates a results-driven mindset and prioritizes client interests

  • Identifies appropriate client solutions through application of learnings and new information

  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

  • Learns and adapts to new technology or applications

  • Executes multiple tasks simultaneously

  • Spanish preferred

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Sacramento - 1100 Alhambra Blvd - FORT SUTTER BC (CA3123)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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