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Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Battle Creek, 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, based in Battle Creek, Michigan, you will manage an assigned book of business while working collaboratively within a bank branch circuit. This role focuses on executing personalized advice and planning strategies to help clients achieve their financial goals, with robust training and administrative support provided to enhance your career.

Key responsibilities

  • Consult on investment and insurance strategies and develop financial plans for clients.
  • Grow and retain an investment and insurance book of business.
  • Own the client experience by handling sales and service efficiently.
  • Expand and maintain client relationships through business development.
  • Implement investment and insurance strategies tailored to client needs.
  • Monitor financial plans and recommend changes as necessary.
  • Coach and educate branch staff on investment opportunities.
  • Communicate regularly with internal and external partners to drive referrals.
  • Meet service level agreements on lead and referral follow up.

Required skills

  • Client prospecting and relationship building
  • Financial analysis and modeling
  • Knowledge of investment banking
  • Public speaking and effective communication
  • Time management and multitasking
  • FINRA Series 7 and 66 (or 63, 65) licenses
  • Life and Health Insurance certification

What the company offers

  • Comprehensive range of benefits, including medical, dental, and vision coverage
  • 401(k) with PNC match and pension plan
  • Educational assistance programs
  • Robust wellness program with financial incentives
  • Generous paid time off, including vacation and parental leave

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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