Finance Jobs in Okemos, MI

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Financial Advisor - PNC Wealth Management

PNC Financial Services Group Okemos, MI

Okemos, MI

Today

Full time Advisor Business Development Client Relations

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Job Description

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 AccommodationRequest@pnc.com 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.

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