Wealth Advisor: Client Growth & Planning

PNC Financial Services Group, Inc.; Battle Creek (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with PNC match

Comprehensive medical benefits

Short and long-term disability protection

Paid time off including maternity/parental leave

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor for their Wealth Management division in Battle Creek, MI. This role requires consultation on investment and insurance strategies, with a focus on managing client relationships. The ideal candidate will possess strong financial analysis skills and a Bachelor's degree.

Successful candidates will benefit from a robust training program and a supportive workplace culture. PNC offers a comprehensive range of benefits and encourages teamwork to promote individual success.

Qualifications

• 2+ years of relevant professional experience.
• Knowledge of investment and insurance strategies.
• Ability to manage client relationships effectively.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and retain an investment and insurance book of business.
• Coach and educate branch staff on investment opportunities.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Sales Tasks And Activities

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor for their Wealth Management division in Battle Creek, MI. This role requires consultation on investment and insurance strategies, with a focus on managing client relationships. The ideal candidate will possess strong financial analysis skills and a Bachelor's degree.

Successful candidates will benefit from a robust training program and a supportive workplace culture. PNC offers a comprehensive range of benefits and encourages teamwork to promote individual success.