Wealth Management Financial Advisor – Client Growth & Planning

Fairygodboss; Bay City (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k) with match

Educational assistance

Wellness program

Job summary

PNC Wealth Management in Bay City, MI is seeking a Financial Advisor to grow and manage an investment and insurance book of business, deliver personalized financial planning, and provide an exceptional client experience within a collaborative branch network.

The role requires developing client relationships, presenting sound recommendations, guiding retirement and financial goals, and coaching branch staff to identify opportunities while complying with applicable laws and policies.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required; Life and Health Insurance licenses.
• Strong client relationship and sales skills necessary.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business with referrals.
• Acquires and expands client relationships through networking and service.
• Delivers sound recommendations, monitors plans, and ensures regulatory compliance.
• Coaches branch staff to identify opportunities and drive referrals.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Sales & Advisory

Education

Bachelor's degree

Tools

FINRA Licenses

Life & Health Insurance License

Job description

PNC Wealth Management in Bay City, MI is seeking a Financial Advisor to grow and manage an investment and insurance book of business, deliver personalized financial planning, and provide an exceptional client experience within a collaborative branch network.

The role requires developing client relationships, presenting sound recommendations, guiding retirement and financial goals, and coaching branch staff to identify opportunities while complying with applicable laws and policies.