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Client Solution Advisor Pnc Jobs in Minnesota (NOW HIRING)

PNC Bank

Senior Counsel Commercial Banking

Tower, MN

$116K - $158K/yr

... PNC's risk framework while also delivering a positive customer experience; advising internal loan ... solutions * Ability to effectively communicate at all levels of the organization, both orally and ...

BGM Group

Service Advisor

Bloomington, MN · On-site

Ensure all client interactions and recommendations comply with regulatory standards * Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions

BGM

Service Advisor

Bloomington, MN · Hybrid

Ensure all client interactions and recommendations comply with regulatory standards * Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions

BGM

Service Advisor

Bloomington, MN · Hybrid

Ensure all client interactions and recommendations comply with regulatory standards * Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions

BGM Group

Service Advisor

Minneapolis, MN · On-site

Ensure all client interactions and recommendations comply with regulatory standards * Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions

TalentLink Solutions

Service Advisor

Minneapolis, MN · On-site

... management solutions to help clients reach their goals and vision. * Conduct periodic client ... Assists the Senior Financial Advisor in planning and servicing as requested. * Develops and ...

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All JobsClient Solution Advisor Pnc JobsClient Solution Advisor Pnc Jobs in Minnesota

Client Solution Advisor Pnc information

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.

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.
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Client Solution Advisor Pnc jobs near you
Infographic showing various Client Solution Advisor Pnc job openings in Minnesota as of June 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 64% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution.

Client Advisor - Construction

Acrisure West Insurance Services, LLC.

Saint Paul, MN • On-site

$70K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Job Description

Job Title: Client Advisor 

Department: Growth 

Location: West Division 

  

About Acrisure  

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. 

Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity, and an indomitable will to win. 

  

Your Next Chapter:   

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. 

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connections with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution. 

  

What You’ll Do:  

Revenue Growth & Business Development 

  • Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. 

  • Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. 

  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. 

Client Acquisition & Relationship Management 

  • Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value. 

  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities. 

  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader. 

Sales Process & Cadence Discipline 

  • Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle. 

  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. 

Market Research & Competitive Analysis 

  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. 

  • Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies. 

  

What You’ll Bring:  

  • 3+ years' experience in a client facing, client advising, or business development role required with experience in the insurance industry.

  • Active Property and Casualty license in California.

Our ideal candidate will bring: 

  • Experience with market expansion, leveraging technology to enter new markets, or enhance sales efforts in existing markets. 

  • Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms. 

  • Demonstrated technology skills, including experience using CRM and AI applications. 

If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to apply today and take the next step in your sales career. Welcome, your new opportunity awaits you. 

Pay Details:

The base compensation range for this position is $70,000 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

Apply