What are the responsibilities and job description for the Financial Advisor position at American Accounting Association?
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Employer PNC Financial Services Group Location Coldwater, Michigan Salary Competitive Closing date Sep 29, 2026
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Focus Area Budgeting & Resource Allocation, Taxation Role Type Advisor Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Other
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Job Details
PNC Financial Services, a leader in the financial services sector, renowned for our commitment to customer focus and innovation, is seeking a Financial Advisor to join our dynamic team. In this role, you will provide personalized financial planning and advice to help our clients manage and grow their financial portfolios. This includes investment advice, wealth management, and retirement planning, tailored to the client's individual financial situations and future goals. This position offers a great opportunity to be part of a forward-thinking company that values professional development and client satisfaction.
Responsibilities
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Employer PNC Financial Services Group Location Coldwater, Michigan Salary Competitive Closing date Sep 29, 2026
View more categoriesView less categories
Focus Area Budgeting & Resource Allocation, Taxation Role Type Advisor Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Other
Apply now
You need to sign in or create an account to save a job.
Send job
Job Details
PNC Financial Services, a leader in the financial services sector, renowned for our commitment to customer focus and innovation, is seeking a Financial Advisor to join our dynamic team. In this role, you will provide personalized financial planning and advice to help our clients manage and grow their financial portfolios. This includes investment advice, wealth management, and retirement planning, tailored to the client's individual financial situations and future goals. This position offers a great opportunity to be part of a forward-thinking company that values professional development and client satisfaction.
Responsibilities
- Analyze clients' financial statuses, understand their needs and develop robust financial strategies.
- Advice on investments, insurance, tax services, and retirement.
- Regularly review and revise financial plans with clients.
- Stay up to date with financial markets and general economic conditions.
- Build and expand client relationships through high-quality, personalized service.
- Strong analytical and mathematical skills
- Excellent communication and interpersonal skills
- Proficiency in financial management software
- Understanding of tax laws and investment strategies
- Ability to manage complex information and provide tailored financial solutions
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