Wealth Advisor - Client Growth & Planning

PNC Financial Services Group, Inc.; Bangor Township (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management based in Bay City, MI. You will advise on investment and insurance strategies, develop financial plans, and manage a growing client book within a collaborative branch network.

The role emphasizes strong client service, referrals, and coordination with internal partners to deliver comprehensive financial solutions while maintaining regulatory compliance and ethical standards.

Qualifications

• Bachelor's degree required; 2+ years of relevant experience preferred.
• FINRA Series 7 and 66 (or 63/65) required; Life and Health Insurance required.
• No certifications required besides the above licenses and legal requirements.

Responsibilities

• Consults on investment and insurance strategies and financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience: sales, service, referrals, and internal collaboration.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Sales

Education

Bachelor's degree

FINRA Series 7 & 66 (or 63,65) + Life & Health Insurance

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management based in Bay City, MI. You will advise on investment and insurance strategies, develop financial plans, and manage a growing client book within a collaborative branch network.

The role emphasizes strong client service, referrals, and coordination with internal partners to deliver comprehensive financial solutions while maintaining regulatory compliance and ethical standards.