Wealth Solutions Advisor

PNC Financial Services Group, Inc.; Kalamazoo (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with PNC match

Paid time off up to 25 days

Educational assistance

Job summary

PNC Financial Services Group, Inc. is looking for a Financial Solutions Advisor in Kalamazoo, MI. This position requires knowledge in investment and insurance strategies, as well as experience in client relationship management. The successful candidate will work closely with clients to develop financial plans based on their needs and objectives.

The ideal candidate will have excellent communication skills, a solid understanding of financial products, and the ability to coach branch staff. PNC offers a supportive culture with opportunities for professional growth.

Qualifications

• Knowledgeable of investment and insurance strategies.
• Effective management of client relationships.
• Ability to develop financial plans based on client needs.

Responsibilities

• Consults on client investment and insurance strategies.
• Acquires and maintains client relationships.
• Implements investment and insurance strategies.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates degree

Job description

PNC Financial Services Group, Inc. is looking for a Financial Solutions Advisor in Kalamazoo, MI. This position requires knowledge in investment and insurance strategies, as well as experience in client relationship management. The successful candidate will work closely with clients to develop financial plans based on their needs and objectives.

The ideal candidate will have excellent communication skills, a solid understanding of financial products, and the ability to coach branch staff. PNC offers a supportive culture with opportunities for professional growth.