Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Bay City, MIOnsiteFull TimeMedior$67,453 - $91,323 (estimated)Wealth Management

About this role

A Financial Advisor at PNC Wealth Management based in Bay City, MI provides personalized financial advice and planning to help clients meet savings, investing, and retirement goals. The role is branch-based and supported by PNC’s training, technology, and referral network to develop and grow an investment and insurance book of business.

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Required Skills

Client Prospecting
Relationship Building
Financial Planning
Financial Analysis
Investment Strategy
Customer Engagement
Sales
Coaching
Compliance
Communication

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 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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