Wealth Advisor — Build Trusted Client Wealth & Strategy

Fairygodboss; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance

Disability protection

401(k) with company match

Job summary

PNC Wealth Management in Michigan seeks a Wealth Advisor to consult on investment and insurance strategies, develop and manage client plans, and grow a trusted book of business. The role emphasizes client experience, collaboration with internal partners, and adherence to regulatory guidelines.

The ideal candidate has a bachelor’s degree and relevant industry experience, with FINRA licenses (7/66 or 63/65) and Life/Health Insurance credentials.

Qualifications

• Roles typically require a university degree with 3+ years of relevant industry experience.
• Certifications are often desired; in lieu of a degree, equivalent experience may be considered.
• FINRA/insurance licenses are required for this role.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and manage client experience.
• Develop and implement investment strategies and present financial recommendations.
• Coach internal partners and drive referral activity through education and collaboration.
• Meet with partners to review results and ensure compliance with laws and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

FINRA Series 7/66 (or 63/65) license

Life and Health Insurance license

Job description

PNC Wealth Management in Michigan seeks a Wealth Advisor to consult on investment and insurance strategies, develop and manage client plans, and grow a trusted book of business. The role emphasizes client experience, collaboration with internal partners, and adherence to regulatory guidelines.

The ideal candidate has a bachelor’s degree and relevant industry experience, with FINRA licenses (7/66 or 63/65) and Life/Health Insurance credentials.