Wealth Advisor: Build Wealth & Client Relationships

Fairygodboss; Livonia (MI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with company match

Pension plan

Stock purchase plan

Disability protection

Education assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Michigan to consult on investment and insurance strategies, develop comprehensive financial plans, and expand a client base through proactive relationship management. The role emphasizes accurate product recommendations, regulatory compliance, and collaboration with internal partners to maximize referrals and client satisfaction.

The successful candidate will hold the required FINRA licenses (Series 7/66) and Life & Health Insurance

Qualifications

• Bachelor's degree required and appropriate licenses (FINRA Series 7 and 66; Life and Health).
• 3+ years of relevant experience in financial services or wealth management.
• Strong communication and client-facing skills, with ability to develop investment strategies and financial plans.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business and manage client experience.
• Build client relationships through business development and networking to increase loyalty and referrals.
• Coach internal partners to identify investment opportunities and drive collaboration.
• Ensure compliance with laws, regulations, and internal policies in all activities.

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

Tools

FINRA Series 7/66

Life and Health Insurance license

Job description

PNC Wealth Management is seeking a Wealth Advisor in Michigan to consult on investment and insurance strategies, develop comprehensive financial plans, and expand a client base through proactive relationship management. The role emphasizes accurate product recommendations, regulatory compliance, and collaboration with internal partners to maximize referrals and client satisfaction.

The successful candidate will hold the required FINRA licenses (Series 7/66) and Life & Health Insurance