Financial Advisor - PNC Wealth Management

PNC Wealth Management is hiring a Financial Advisor to support clients across Meridian/Okemos, MI from an in-branch location. This role combines investment and insurance guidance with hands-on client service, backed by a supportive, in-office culture designed to help you thrive and maintain balance.

What you’ll be doing

As a Financial Advisor, you will consult on investment and insurance strategies, create and maintain individual financial plans, and help clients stay on track as needs evolve. You will own the client experience for both sales and service, while applying product and procedural knowledge to solve client problems efficiently.

• Consult on investment and insurance strategies and develop financial plans for clients
• Develop and implement investment and insurance strategies, including selecting appropriate products
• Present financial recommendations and ongoing guidance
• Monitor financial plans and recommend changes as needed
• Grow and retain an investment and insurance book of business through client networking and business development
• Identify sales and service opportunities, execute next steps, and make referrals to internal business partners as appropriate
• Strengthen client loyalty and share of wallet through an exceptional client experience
• Coordinate with branch teams to lead actions that support investment results
• Coach and educate branch staff and internal partners to identify investment opportunities and drive investment education and visibility
• Maintain regular communication with internal and external partners to support referral activity and follow-up
• Meet service level agreements on lead and referral follow up
• Adhere to all applicable laws, regulations, policies, and guidelines

Location and team setup

You will be based at the Meridian, Okemos, MI location. Financial Advisors work within a collaborative circuit of branches and manage an assigned book of business.

Requirements

• 2+ years of relevant professional experience
• Bachelor’s degree
• FINRA Series 7 and 66 (or 63, 65) required
• Life and Health Insurance required

Benefits and support

• Medical and prescription drug coverage with a Health Savings Account feature
• Dental and vision options
• Employee and spouse/child life insurance
• Short-term and long-term disability protection
• 401(k) with PNC match
• Pension and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• Between 15 to 25 vacation days each year, depending on career level

Additional details

• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
• If you need accommodations for the application process, contact [email protected] or call 877-968-7762 and say “Workday.”
• EEO: PNC provides equal employment opportunity regardless of legally protected status.
• This position is subject to FDIA Section 19 requirements and, for registered roles, SAFE Act and FINRA requirements regarding certain criminal history.