PNC
Overview
Position: Financial Wellness Consultant. Primary location: Boston, MA. Within PNC’s Organizational Financial Wellness. This position is primarily based in a PNC location; responsibilities may require time in office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion. Job profile: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Wellness Consultant, you will be based in Boston, MA. Responsibilities
Handle relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs, generally with a higher degree of supervision. With direction, acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Manage origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Manage risk/return and drive quality for new and/or existing clients. Identify and mitigate risk types including regulatory, reputational, operational and credit risks. Focus on client opportunities by providing ideas and insights based on client needs and financial well-being; increase client engagement and loyalty. Build an effective network of internal and external relationships to acquire new clients and/or expand existing clients and enhance the client experience. Present the full range of PNC's products and services and leverage reporting and sales tools to identify and convert opportunities. Demonstrate ability to analyze, evaluate and mitigate credit risk using knowledge of credit fundamentals and internal policies. Qualifications & Requirements
Successful candidates must demonstrate knowledge, skills, and abilities for the role. Includes education, work experience, certifications/licensures as needed. Preferred Skills & Competencies
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling, Tech Savvy Education & Experience
Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, certifications, and experience may be considered. Education: Bachelors Certifications: No Required Certification(s) Licenses: No Required License(s) Pay & Benefits
Pay: Base Salary: $55,000.00 – $127,400.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible based on company, business and/or individual performance. Benefits: PNC offers a comprehensive range of benefits for eligible full-time employees, including medical/prescription drug coverage with HSA, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, back-up care, educational assistance, wellbeing programs, and more. PTO details vary by eligibility and career level. Application & Other Details
Application window: This opening is generally posted for two business days from 09/23/2025, subject to extension at management discretion. This position is subject to the requirements of applicable laws and regulations. See the employer’s policies for full details. Disability Accommodations & EEO
If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line and include your name, job ID, and preferred contact method. Calls are available at 877-968-7762 for accommodation assistance. All information provided is confidential and used only to provide needed accommodations. PNC provides reasonable accommodations to employment applicants and qualified individuals with a disability. 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 legally protected categories. This position may be subject to FDIA, SAFE Act, and FINRA requirements where applicable. California Residents: Refer to the California Consumer Privacy Act Privacy Notice for details on how PNC may use or disclose personal information in hiring practices. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance
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Position: Financial Wellness Consultant. Primary location: Boston, MA. Within PNC’s Organizational Financial Wellness. This position is primarily based in a PNC location; responsibilities may require time in office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion. Job profile: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Wellness Consultant, you will be based in Boston, MA. Responsibilities
Handle relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs, generally with a higher degree of supervision. With direction, acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Manage origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Manage risk/return and drive quality for new and/or existing clients. Identify and mitigate risk types including regulatory, reputational, operational and credit risks. Focus on client opportunities by providing ideas and insights based on client needs and financial well-being; increase client engagement and loyalty. Build an effective network of internal and external relationships to acquire new clients and/or expand existing clients and enhance the client experience. Present the full range of PNC's products and services and leverage reporting and sales tools to identify and convert opportunities. Demonstrate ability to analyze, evaluate and mitigate credit risk using knowledge of credit fundamentals and internal policies. Qualifications & Requirements
Successful candidates must demonstrate knowledge, skills, and abilities for the role. Includes education, work experience, certifications/licensures as needed. Preferred Skills & Competencies
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling, Tech Savvy Education & Experience
Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, certifications, and experience may be considered. Education: Bachelors Certifications: No Required Certification(s) Licenses: No Required License(s) Pay & Benefits
Pay: Base Salary: $55,000.00 – $127,400.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible based on company, business and/or individual performance. Benefits: PNC offers a comprehensive range of benefits for eligible full-time employees, including medical/prescription drug coverage with HSA, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, back-up care, educational assistance, wellbeing programs, and more. PTO details vary by eligibility and career level. Application & Other Details
Application window: This opening is generally posted for two business days from 09/23/2025, subject to extension at management discretion. This position is subject to the requirements of applicable laws and regulations. See the employer’s policies for full details. Disability Accommodations & EEO
If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line and include your name, job ID, and preferred contact method. Calls are available at 877-968-7762 for accommodation assistance. All information provided is confidential and used only to provide needed accommodations. PNC provides reasonable accommodations to employment applicants and qualified individuals with a disability. 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 legally protected categories. This position may be subject to FDIA, SAFE Act, and FINRA requirements where applicable. California Residents: Refer to the California Consumer Privacy Act Privacy Notice for details on how PNC may use or disclose personal information in hiring practices. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance
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