Senior Wealth Management Advisor

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

Join PNC Financial Services Group as a Senior Wealth Management Advisor, where you'll play a vital role in providing exceptional financial planning and investment strategies to high-net-worth and emerging affluent clients. In this dynamic position, you'll assess individual client goals, risk tolerance, and cash-flow needs to create tailored solutions across banking, insurance, and investments. You'll enhance client relationships, expand your book of business, and work collaboratively with specialists—all while embodying PNC's commitment to integrity, inclusion, community impact, and continuous learning in a performance-driven, client-focused environment.

Key Responsibilities

• Deliver comprehensive wealth and financial planning solutions catered to high-net-worth and mass-affluent individuals.
• Evaluate client objectives, risk tolerance, and investment timelines to formulate customized 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.

Essential Skills

• Expertise in wealth management
• Proficiency in financial planning
• Experience in retirement planning
• Investment portfolio development skills
• Risk assessment and management abilities
• Strong client relationship management capabilities
• Knowledge of regulatory and compliance standards
• Understanding of tax-efficient investment strategies
• Financial analysis and modeling expertise
• Skills in sales and business development