Wealth Advisor — Client Growth & Strategy

PNC; Ann Arbor (MI); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401(k) with match

Pension and stock purchase plans

Life insurance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Michigan to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book. You will own the client experience, coordinating with internal partners to deliver tailored solutions and referrals while maintaining regulatory compliance.

A bachelor’s degree, 3+ years of experience, FINRA Series 7/66 and Life and Health licenses are preferred.

Qualifications

• Roles typically require a university degree, with 3+ years of relevant / direct industry experience. Certifications are often desired.
• FINRA licenses (see Licenses) and life/health licenses are commonly expected.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own the client experience.
• Expand relationships through business development and client networking; deliver referrals.
• Develop and implement strategies; present sound recommendations and adjust plans as needed.
• Coach internal partners to identify opportunities and maintain regulatory compliance.

Skills

Client prospecting

Relationship building

Financial analysis

Public speaking

Investment knowledge

Cross-selling

Communication

Sales skills

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Wealth Advisor based in Michigan to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book. You will own the client experience, coordinating with internal partners to deliver tailored solutions and referrals while maintaining regulatory compliance.

A bachelor’s degree, 3+ years of experience, FINRA Series 7/66 and Life and Health licenses are preferred.