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Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 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 26, 2026

Job Description

Overview

As a Financial Advisor within PNC's Wealth Management, you will be based in Bay City, MI, working in an office environment that fosters a supportive culture for employee growth and balance. This role involves consulting on investment and insurance strategies, managing client relationships, and helping clients achieve their financial goals through personalized solutions.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience and efficiently handle sales and service
  • Acquire, expand, and maintain client relationships through business development
  • Develop and implement investment and insurance strategies for clients
  • Monitor financial plans and recommend changes as needed
  • Coach and educate branch staff on identifying investment opportunities
  • Lead branch team actions to achieve investment results
  • Communicate regularly with internal and external partners
  • Adhere to all applicable laws, regulations, policies, and guidelines

Required skills

  • Financial Planning
  • Investment Strategies
  • Client Relationship Management
  • Sales Techniques
  • Banking & Financial Services
  • Client Prospecting
  • Credit Risk Analysis
  • Financial Analysis
  • Public Speaking
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Medical/prescription drug coverage
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Dependent care reimbursement account
  • Backup child/elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance
  • Robust wellness program with financial incentives
  • Paid time off, including maternity and/or 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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