Wealth Advisor: Client-Centric Financial Planner

PNC; Detroit (MI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with PNC match

Medical/Dental/Vision coverage

Educational assistance

Paid time off

Disability protection

Job summary

PNC Wealth Management in Michigan seeks a Wealth Advisor to lead client relationships and implement tailored investment and insurance strategies. You will develop comprehensive financial plans, grow the client book, and collaborate with internal partners to maximize referrals and service quality.

You will coach colleagues, monitor results, and ensure compliance with applicable laws and guidelines while delivering an exceptional client experience.

Qualifications

• Proven ability to grow and manage a client book of business.
• Strong knowledge of investment and insurance strategies.
• Experience in relationship management and cross-selling opportunities.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Acquire, expand and maintain client relationships through networking.
• Develop and implement investment strategies; present sound recommendations.
• Coach internal partners to identify opportunities and drive referrals.
• Meet with partners to review results and adhere to regulations.

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

Job description

PNC Wealth Management in Michigan seeks a Wealth Advisor to lead client relationships and implement tailored investment and insurance strategies. You will develop comprehensive financial plans, grow the client book, and collaborate with internal partners to maximize referrals and service quality.

You will coach colleagues, monitor results, and ensure compliance with applicable laws and guidelines while delivering an exceptional client experience.