Senior Wealth Advisor: HNW Planning & Growth

PNC Financial Services Group; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC Financial Services Group seeks a Senior Wealth Management Advisor to deliver tailored financial planning and investment strategies for high-net-worth and mass-affluent clients. You will assess goals, risk tolerance, and cash-flow needs, develop comprehensive plans, and collaborate with banking, insurance, and investment specialists to expand client relationships and drive growth.

The role emphasizes integrity, regulatory compliance, and a client-centric approach in a dynamic,

Qualifications

• Experience in wealth management for high-net-worth clients.
• Proven ability to develop and present comprehensive financial plans.
• Strong understanding of retirement planning, investments, and tax considerations.

Responsibilities

• Deliver comprehensive wealth and financial planning solutions for high-net-worth and mass-affluent individuals.
• Evaluate client objectives, risk tolerance, and timelines to formulate retirement and investment strategies.
• Actively manage client relationships with regular portfolio evaluations and financial reviews.
• Collaborate with banking, insurance, and investment teams to provide integrated financial services.
• Adhere to regulatory, risk, and PNC policy standards in all advisory activities.
• Identify and pursue new business opportunities while nurturing existing client relationships to achieve growth and sales objectives.
• Create compelling proposals, financial plans, and presentations using PNC's resources.
• Stay informed on market dynamics, product offerings, tax developments, and industry trends to provide informed client advice.
• Maintain precise records of client engagements in CRM and related systems.
• Participate in community and networking events to bolster PNC’s visibility and generate referrals.

Skills

Wealth management

Financial planning

Retirement planning

Portfolio development

Risk assessment

Client relationship management

Regulatory compliance

Tax-efficient investment strategies

Financial analysis

Sales and business development

Job description

PNC Financial Services Group seeks a Senior Wealth Management Advisor to deliver tailored financial planning and investment strategies for high-net-worth and mass-affluent clients. You will assess goals, risk tolerance, and cash-flow needs, develop comprehensive plans, and collaborate with banking, insurance, and investment specialists to expand client relationships and drive growth.

The role emphasizes integrity, regulatory compliance, and a client-centric approach in a dynamic,