Wealth Management Advisor: Build Your Client Impact

PNC; Bay City (MI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Financial Advisors in Wealth Management are based in a Bay City, MI branch and collaborate with a network of offices to deliver holistic financial planning. You will advise clients on savings, investments and retirement goals, building personalized strategies and a strong client experience.

The role emphasizes relationship building, ongoing education of clients and cross‑team coordination to optimize referrals and outcomes within PNC’s comprehensive wealth-management framework.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business and manages client experience across sales and service.
• Develops and implements investment strategies and presents sound financial recommendations to clients.
• Coaches branch staff to identify investment opportunities and drives referral activity with internal partners.
• Meets with branch manager and partners to review results and ensure regulatory compliance.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Advisors in Wealth Management are based in a Bay City, MI branch and collaborate with a network of offices to deliver holistic financial planning. You will advise clients on savings, investments and retirement goals, building personalized strategies and a strong client experience.

The role emphasizes relationship building, ongoing education of clients and cross‑team coordination to optimize referrals and outcomes within PNC’s comprehensive wealth-management framework.