Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Battle Creek, MI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Treasury Management Representative
Horizon Bank —Michigan
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Portage, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Branch Office Administrator
Edward Jones —Kalamazoo, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
7d
Financial Advisor
First Command Financial Services, Inc. —Battle Creek, MI
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor
Consumers Credit Union —Battle Creek, MI
- Full-time
- Finance
- Bachelor's degree
- Experience equivalent to degree accepted
Registered Wealth Management Client Associate
Bank of America —Portage, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Insurance Sales Consultant - Farmers Insurance
Farmers District 40 —Battle Creek, MI
- $55,000 - $75,000 a year
- Full-time
- Bilingual
- 1 year
- Communication skills
- Paid training
- Paid holidays
Quick Apply
14h
Medical Social Worker - Full Time, 40 hours per week - Advanced Illness Management - Battle Creek MI
Bronson Healthcare —Battle Creek, MI
- Weekends as needed
- Master of Social Work
- Customer service
- Word processing
- Fuel card
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Kalamazoo, MI
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Account Executive - Kalamazoo, MI
Delta Defense, LLC —Kalamazoo, MI
- $70,000 a year
- Weekends as needed
- Remote
- Google Workspace
- High school diploma or GED
- Travel
- Paid training
- Mileage reimbursement
Financial Solutions Advisor - PNC Wealth Management
PNC Financial Services Group —Kalamazoo, MI
- Full-time
- Mid-level
- Office
- Business development experience
- Wellness program
- Health savings account
Estate Settlement Officer - Kalamazoo, MI
Greenleaf Trust —Kalamazoo, MI
- Full-time
- 5 years
- Office
- Microsoft Office
Quick Apply
Medical Social Worker - 72 hr/pp - Bronson Family Medicine - Shaffer St., Kalamazoo
Bronson Healthcare —Kalamazoo, MI
- Weekends as needed
- Master of Social Work
- Hospital
- Customer service
- Fuel card
Restaurant Zone Manager
Raising Cane's —Portage, MI
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Construction Project Manager II - Industrial
Wolverine Construction —Kalamazoo, MI
- Full-time
- Hybrid work
- Construction site
- 5 years
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Treasury Management Representative
Horizon Bank —Michigan
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications.
Quick Apply
Treasury Analyst
SpartanNash —Byron Center, MI
Provide analysis to determine daily and weekly (7 day rolling) borrowing needs and cash investment requirements, includingCalculate the weekly cash flow…
Quick Apply
11d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 - $125,000 a year
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Battle Creek, MI

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Personal Financial Advisors jobs near Battle Creek, MI

Financial Advisor jobs in Battle Creek, MI

Account Executive jobs in Kalamazoo, MI

Construction Project Manager jobs in Kalamazoo, MI

Medical Social Worker jobs in Kalamazoo, MI

Branch Administrator jobs in New Jersey

Nursing Home Administrator In Training jobs in Houston, TX

Warranty Administrator jobs in Ohio

Branch Administrator jobs in Soldotna, AK

Branch Administrator jobs in Portland, OR

Branch Administrator jobs in Irvine, CA

Wealth Management Advisor jobs in Augusta, ME

Wealth Management Advisor jobs in South Lake Tahoe, CA

Utilization Management Social Worker jobs in New York, NY

Wealth Management Associate jobs in Chicago, IL

Wealth Management Advisor jobs in Irvine, CA

Academic Advisor jobs in Jacksonville, FL

Wealth Management Advisor jobs in Fitchburg, WI

Financial Advisor jobs in Mobile, AL

Fidelity National Financial jobs in Jacksonville, FL

Chief Financial Officer jobs in Massachusetts

Financial Advisor - PNC Wealth Management

PNC Financial Services Group -
Battle Creek, MI

Apply Now

Job Details

Full-time

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Prescription drug insurance

Qualifications

Customer communication
Life insurance knowledge
Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management, you will be based in Battle Creek, MI.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Financial advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.

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.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short 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; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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 categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Battle Creek, MI

Financial Advisor - PNC Wealth Management

Treasury Management Representative

Financial Services Professional - Hybrid Remote (MI)

Branch Office Administrator

Financial Advisor

Financial Advisor

Registered Wealth Management Client Associate

Insurance Sales Consultant - Farmers Insurance

Medical Social Worker - Full Time, 40 hours per week - Advanced Illness Management - Battle Creek MI

Wealth Management Associate - Retirement Benefits Group

Account Executive - Kalamazoo, MI

Financial Solutions Advisor - PNC Wealth Management

Estate Settlement Officer - Kalamazoo, MI

Medical Social Worker - 72 hr/pp - Bronson Family Medicine - Shaffer St., Kalamazoo

Restaurant Zone Manager

Construction Project Manager II - Industrial

Wealth Solutions Advisor

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Battle Creek, MI

Explore jobs in more locations

Position Overview

Job Description

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Certifications

Licenses

Benefits

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Job Seeker Tools

Employer Tools

Browse

Stay Connected