More jobs:
Strategic Financial Advisor Planning
Job in
Bay City, Bay County, Michigan, 48706, USA
Listed on 2026-03-14
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
CFO, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services provider is seeking a professional to consult on investment and insurance strategies while managing client relationships. Responsibilities include developing financial plans, coaching branch staff, and ensuring exceptional client experiences. This role demands strong expertise in both investments and insurance, with a focus on retaining and growing a client book. The ideal candidate will have an ability to efficiently handle sales and service opportunities and foster a culture of collaboration within the team.
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