One million success stories. Start yours today.

Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 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 26, 2026

Job Description

Overview

As a Financial Advisor at PNC Wealth Management based in Battle Creek, MI, you will play a crucial role in managing client relationships and executing investment strategies to help clients achieve their financial goals. This position involves collaboration with branch partners, offering personalized financial advice, and maintaining a strong client network.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience by handling sales and service efficiently
  • Identify sales opportunities and make referrals to internal partners
  • Acquire and maintain client relationships through networking and business development
  • Develop and implement personalized financial plans for clients
  • Monitor financial plans and recommend changes as necessary
  • Coach and educate branch staff to identify investment opportunities
  • Lead branch team actions to achieve investment results
  • Communicate regularly with internal and external partners to strengthen relationships

Required skills

  • Client Relationship Management
  • Financial Planning
  • Investment Strategies
  • Sales Strategies
  • Business Development
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance License
  • Effective Communication
  • Customer Experience Management
  • Coaching Others

What the company offers

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

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

Google Map

Related Jobs