Financial Advisor - PNC Wealth Management

Position Overview As a Financial Advisor within PNC's Wealth Management, you will be based in Bay City, MI. Job Profile PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Financial Advisors work within a branch, manage an assigned book of business, and execute an advice and planning strategy focused on helping clients meet savings, investing, and retirement goals. Our team of financial planning experts guides you in creating personalized solutions. PNC provides robust training, administrative support, and state‑of‑the‑art technology designed to elevate your career. This position is not sponsored for employment visas. Job Description Consult on investment and insurance strategies, develop financial plans, and manage an investment and insurance book of business. Acquire, expand, and maintain client relationships through business development and networking. Grow client loyalty and share of wallet through exceptional service. Develop and implement investment and insurance strategies; determine best products and present sound financial recommendations. Coach and educate branch staff and partners to identify investment opportunities and increase visibility. Meet with branch manager and partners to review results, manage pipeline, and meet service level agreements on lead and referral follow‑up. Adhere to all applicable laws, regulations, policies, and guidelines. PNC Employees take pride in our reputation and expect their employees to be: Customer Focused – knowledgeable about our values and practices that align with customer needs. Managing Risk – assessing and effectively managing all associated risks to support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Preferred Skills Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Management Competencies Coaching Others Customer Experience Management Customer Retention Effective Communications Interpersonal Relationships Managing Multiple Priorities Prospecting Sales Activities and Tasks Selling Work Experience Roles at this level typically require a university/college degree and 2+ years of relevant professional experience. A comparable combination of education, job‑specific certification(s), and experience—including military service—may be considered. Education Bachelor's degree. Certifications No required certification(s). Licenses FINRA Series 7 and 66 (or 63, 65) are required. Life and Health Insurance licenses are also required. Benefits PNC offers a comprehensive range of benefits, including medical and prescription drug coverage with a Health Savings Account, dental and vision options, life insurance, disability protection, a 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, adoption and doula reimbursement, educational assistance, and a wellness program with financial incentives. Paid time off varies by eligibility and includes parental leave, holidays, occasional absence days, vacation days, and tenure‑based benefits. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us at View email address on click.appcast.io or call View phone number on click.appcast.io and say "Workday". All information will be kept confidential. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected categories. This position is subject to FDIA, SAFE Act, and FINRA hiring requirements. California Residents Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC