Strategic Wealth Advisor — Invest & Plan

PNC; Okemos (MI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Management is seeking a Financial Advisor based at our Meridian, Okemos, MI location. You will manage an assigned book of business and provide comprehensive financial planning, investment and insurance guidance to clients within a collaborative branch network.

You will coordinate with branch staff and partners to grow client loyalty, meet regulatory requirements, and deliver a high‑quality client experience in a fast-paced banking environment.

Qualifications

• Bachelor's degree required or equivalent.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Roles at this level typically require a university/college degree with 2+ years of relevant professional experience.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and maintains client relationships through networking and referrals.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based at our Meridian, Okemos, MI location. You will manage an assigned book of business and provide comprehensive financial planning, investment and insurance guidance to clients within a collaborative branch network.

You will coordinate with branch staff and partners to grow client loyalty, meet regulatory requirements, and deliver a high‑quality client experience in a fast-paced banking environment.