Wealth & Investment Solutions Advisor

Fairygodboss; Kalamazoo (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Medical/dental/vision coverage

Paid time off

Job summary

PNC, based in Kalamazoo, MI, seeks a Financial Solutions Advisor in Wealth Management to consult on investment and insurance strategies and develop client financial plans. This in-office role emphasizes a superior client experience as you build and retain a growing book of business.

Qualified candidates typically hold a university degree, FINRA licenses, and Life/Health Insurance credentials; the company offers comprehensive benefits and advancement opportunities within a collaborative culture.

Qualifications

• University/college degree with <1 year of professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• No further certification requirements stated.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Builds and retains an investment/insurance book of business and handles client experience end-to-end.
• Expands client relationships via branch development and outbound calling.
• Develops and implements investment strategies and presents financial recommendations.
• Coaches branch staff to identify opportunities and drive referrals; ensures regulatory compliance.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates

Job description

PNC, based in Kalamazoo, MI, seeks a Financial Solutions Advisor in Wealth Management to consult on investment and insurance strategies and develop client financial plans. This in-office role emphasizes a superior client experience as you build and retain a growing book of business.

Qualified candidates typically hold a university degree, FINRA licenses, and Life/Health Insurance credentials; the company offers comprehensive benefits and advancement opportunities within a collaborative culture.