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Financial Advisor - PNC Wealth Management

Date Posted: Jun 24, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Bay City, Michigan, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026

Job Description

Overview

As a Financial Advisor within PNC's Wealth Management, you will work collaboratively in a bank branch environment to manage an assigned book of business and help clients achieve their financial goals through personalized investment and insurance strategies. PNC fosters a supportive in-office culture where employees can thrive and ensures the growth of client relationships through a dedicated approach to service and teamwork.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience, handling sales and service efficiently
  • Acquire and maintain client relationships through networking
  • Develop and implement personalized financial plans
  • Monitor financial plans and recommend changes as needed
  • Coach and educate branch staff on identifying investment opportunities
  • Build strong relationships with internal and external partners
  • Adhere to applicable laws and regulations in all activities

Required skills

  • Client Prospecting
  • Client Relationship Management
  • Financial Planning
  • Investment Strategies
  • Sales and Service
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • Effective Communication
  • Interpersonal Relationships
  • Managing Multiple Priorities

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Generous paid time off including vacation days, maternity/parental leave, and paid holidays
  • Educational assistance with selected programs fully paid
  • Robust wellness program with financial incentives

Skills Required

Company Overview

Red Bank, New Jersey, United States of America

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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