Wealth Management: Financial Solutions Advisor

PNC; Kalamazoo (MI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

401(k) with PNC match

Generous paid time off

Job summary

PNC is seeking a Financial Solutions Advisor at their Crosstown, Kalamazoo location. This role focuses on advising clients in investment and insurance strategies while ensuring a superior client experience.

The ideal candidate will have an associate's degree and the ability to manage risks effectively. PNC offers various benefits including medical coverage, a 401(k) with matching, and generous paid time off.

Qualifications

• Knowledgeable of customer needs and satisfaction to create customized solutions.
• Assessing and managing risks to adhere to the risk management framework.
• Roles at this level typically require less than 1 year of experience and/or a formal development program.

Responsibilities

• Consults on investment and insurance strategies, retaining client relationships.
• Grows client loyalty through enhanced customer experiences.
• Develops and implements investment strategies based on client needs.

Skills

Customer Focused

Coaching Others

Effective Communications

Managing Multiple Priorities

Sales Tasks And Activities

Education

Associate's degree

Job description

PNC is seeking a Financial Solutions Advisor at their Crosstown, Kalamazoo location. This role focuses on advising clients in investment and insurance strategies while ensuring a superior client experience.

The ideal candidate will have an associate's degree and the ability to manage risks effectively. PNC offers various benefits including medical coverage, a 401(k) with matching, and generous paid time off.