Wealth Advisor — Personal Planning & Client Growth

PNC Financial Services Group, Inc.; Bay City (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Paid holidays

Job summary

PNC Financial Services Group, Inc. in Bay City, MI is seeking a Financial Advisor to deliver comprehensive financial planning and wealth management services within our in-office Wealth Management team.

Based in a branch, you will manage an assigned book of business and collaborate with branch partners to grow client relationships and drive referrals. The role emphasizes advisory planning, investment and insurance strategies, and strong client service.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• Bachelor's degree is required; FINRA Series 7 and 66 (or 63,65) licenses, Life and Health Insurance are required.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Relationship Management

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's Degree

Job description

PNC Financial Services Group, Inc. in Bay City, MI is seeking a Financial Advisor to deliver comprehensive financial planning and wealth management services within our in-office Wealth Management team.

Based in a branch, you will manage an assigned book of business and collaborate with branch partners to grow client relationships and drive referrals. The role emphasizes advisory planning, investment and insurance strategies, and strong client service.