Wealth Advisor, In-Branch Growth & Client Impact

PNC; Battle Creek (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision options

401(k) with PNC match

Paid time off

Job summary

PNC in Battle Creek, MI is seeking a Financial Advisor to manage an assigned book of business while consulting on investment and insurance strategies. The advisor will develop financial plans and enhance client relationships through business development.

This position offers a robust training program, administrative support, and a culture of teamwork. PNC provides comprehensive benefits, including medical coverage, retirement plans, and generous paid time off.

Qualifications

• 2+ years of relevant professional experience.
• Ability to acquire and maintain client relationships.
• Capable of developing investment and insurance strategies.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows client loyalty through exceptional client experiences.
• Coaches branch staff to identify investment opportunities.
• Regularly meets with branch manager to review business results.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66 or 63, 65

Life and Health Insurance

Job description

PNC in Battle Creek, MI is seeking a Financial Advisor to manage an assigned book of business while consulting on investment and insurance strategies. The advisor will develop financial plans and enhance client relationships through business development.

This position offers a robust training program, administrative support, and a culture of teamwork. PNC provides comprehensive benefits, including medical coverage, retirement plans, and generous paid time off.