Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Washington, MichiganOnsiteFull TimeMedior$67,453 - $91,323 (estimated)Wealth Management

About this role

A Financial Advisor in PNC Wealth Management based in Washington, MI, works from a bank branch to provide personalized investment and insurance advice and develop financial plans for clients. The role focuses on building and managing an investment and insurance book of business while collaborating closely with branch partners to deliver a consistent client experience.

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Required Skills

Client Prospecting
Relationship Management
Financial Planning
Investment Strategy
Insurance Strategy
Financial Analysis
Pipeline Management
Sales
Communication
Compliance

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66 or 63/65
Life And Health Insurance

About Quantitative Marketing

pnc.com

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.

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