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Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location 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
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Job Description

Overview

As a Financial Advisor within PNC Wealth Management, you will be based in Coldwater, Michigan, managing an assigned book of business within a bank branch. Your role involves executing advice and planning strategies to help clients achieve their financial goals through a comprehensive and collaborative approach.

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.
  • Acquire, expand, and maintain client relationships through business development.
  • Educate branch staff to identify investment opportunities and drive client loyalty.
  • Lead branch teams on actions to achieve investment results.
  • Communicate regularly with internal and external partners to build strong relationships.

Required skills

  • Financial planning
  • Investment strategies
  • Client relationship management
  • Insurance consulting
  • Sales skills
  • Financial analysis
  • Licenses: FINRA Series 7 and 66 (or 63, 65), Life and Health Insurance

What the company offers

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

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

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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