Wealth Management Advisor - Investment & Planning

PNC; Lansing (MI); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

Life insurance

Disability protection

401(k) with match

Pension and stock plan

Paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Financial Advisor to join our Meridian, Okemos, MI team. You will consult on investment and insurance strategies, develop personalized financial plans, and manage an assigned book of business within a branch-based, collaborative environment.

You will grow client relationships, present sound recommendations, coach branch staff, and partner with internal teams to drive referrals while upholding all regulatory and service standards.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor’s degree required.
• FINRA Series 7 and 66 licenses required (63/65 acceptable).

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships and manages a book of business.
• Develops and implements investment strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with branch manager to review results and ensures compliance with regulations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor to join our Meridian, Okemos, MI team. You will consult on investment and insurance strategies, develop personalized financial plans, and manage an assigned book of business within a branch-based, collaborative environment.

You will grow client relationships, present sound recommendations, coach branch staff, and partner with internal teams to drive referrals while upholding all regulatory and service standards.