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Client Solution Advisor Pnc Jobs in Tennessee (NOW HIRING)

Couvillier Advisors

Client Solutions Advisor

Nashville, TN · On-site

$60K - $120K/yr

As a Client Solutions Advisor , you'll connect with individuals and families to understand their needs, provide tailored solutions, and help them protect and plan for their future. With a diverse ...

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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

Client Solutions Advisor

Couvillier Advisors

Nashville, TN • On-site

$60K - $120K/yr

Full-time

Medical, Life, Retirement

Re-posted 27 days ago

Job description

Shape Your Future – While Helping Others Shape Theirs

*Hiring only in Louisiana, Texas, and Tennessee.

Are you self-disciplined, coachable, and passionate about making a difference? If so, Couvillier Advisors invites you to join our mission to help families improve their financial, physical, and mental wellness — while building a rewarding career for yourself.

As a Client Solutions Advisor, you’ll connect with individuals and families to understand their needs, provide tailored solutions, and help them protect and plan for their future. With a diverse portfolio of insurance products and financial services, you’ll have the tools to make a meaningful impact while achieving your own professional and financial goals.

What You’ll Do

  • Meet with clients virtually or in person

  • Conduct needs analysis to identify opportunities

  • Recommend solutions from our portfolio, which includes:

    • Life, Health, Medicare, and Supplemental Insurance

    • Retirement Income Protection

    • Debt & Tax Relief Programs

    • Group Benefits

  • Build long-term relationships based on trust and results

What We’re Looking For

  • Minimum of 1 year of sales experience

  • Strong work ethic and drive to succeed

  • Ability to work independently and manage your own schedule

  • Self-motivated and goal-oriented mindset

  • Tablet or laptop with reliable internet

  • Life & Health insurance license or willingness to obtain one (we provide guidance)

What We Offer

  • Excellent Earning Potential – commission-based with no income cap

  • Work Your Way – from home or in the field

  • Flexible Schedule – no required hours or quotas

  • Proven Sales System – with training and mentorship provided

  • Career Growth – advancement opportunities for top performers

  • Incentives – cash bonuses and dream vacations around the world

Join a team where your work truly matters.

If you’re ready to take control of your career, help families secure their future, and enjoy the rewards of your success, we want to hear from you.

Apply today and start building your future with Couvillier Advisors!