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Client Solution Advisor Pnc Jobs in Tennessee (NOW HIRING)

Advising family office clients. PNC is an in-office company that fosters a supportive culture where ... Identifies solutions and PNC services as sales opportunities to enhance existing client ...

Branch Banker (MLO)

Nashville, TN · On-site

$16.25 - $21.75/hr

Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and ...

New

$66.75 - $87.75/hr

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in ... Analyzes client requirements and determines appropriate solutions to these requirements based on ...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in ... deliver a compelling client value proposition-ensuring the bank's portfolio of business ...

Focuses on bringing entire bank to the client by presenting the full range of PNC's products and ... customer solutions. * Managing Risk - Assessing and effectively managing all of the risks ...

... solutions to help them achieve their financial goals. Client Advisors are trusted partners who ... provide guidance, connect clients with the right products and services, assist with account needs ...

Showing results 21-40

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.

What are popular job titles related to Client Solution Advisor Pnc jobs in Tennessee?

For Client Solution Advisor Pnc jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Client Solution Advisor Pnc jobs in Tennessee look for?

The top searched job categories for Client Solution Advisor Pnc jobs in Tennessee are:

What cities in Tennessee are hiring for Client Solution Advisor Pnc jobs?

Cities in Tennessee with the most Client Solution Advisor Pnc job openings:

Defined Contribution Investment Product Specialist

PNC Bank

Midtown, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago


PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

89th of 174 rated banks


Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations listed will also be considered.
In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans. Key advisory solutions include 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, vendor fee and service benchmarking.
Responsibilities include working closely with advisors and employee education consultants on investments, plan design, vendor management, participant education, and legislative and regulatory updates. You will also support the development of new business opportunities.
Preferred experience:
Demonstrated experience working as, and collaborating with, investment advisors for defined contribution plans.
Comprehensive knowledge of complex investment and asset management strategies.
Proven expertise in content creation, including delivering presentations at industry and local events, as well as webinars.
Established track record in leading sales initiatives.
Experience with non-qualified deferred compensation plan
Chartered Financial Analyst (CFA) Designation is strongly preferred.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Drives business and financial results through the selection, design, development and promotion of new and existing products or experiences utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
  • Uses knowledge of emerging technologies to deliver products to customers through all applicable channels. Prioritizes and makes decisions regarding product recommendations. Develops business case, business plan and roll-out of specific products or experiences.
  • Monitors the marketplace to assess product, technology, and market trends to identify a market need or opportunity. Recommends new products or enhancements to existing products or experiences and develops and designs innovative features. Manages the development, production, roll-out, pricing or promotion of specific products, and recognizes, anticipates and resolves operational and process problems that arise.
  • Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners. Participates in client-facing and external stakeholder activities to ensure all product offerings or experiences meet strategic goals. Develops product-specific marketing initiatives. Supports risk management, compliance and audit needs as part of the first line of defense.
  • Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsBusiness Objectives, Customer Solutions, Marketing, Product Development, Product Management, SalesCompetenciesBusiness Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions DevelopmentWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Language AssessmentsNo Required or Preferred Language AssessmentsPay TransparencyBase Salary: $91,000.00 - $185,900.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 04/09/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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