Wealth Advisor – Client Strategy & Investments

PNC Financial Services Group, Inc.; Dearborn (MI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid time off and holidays

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. in Michigan seeks a Wealth Advisor within PNC Wealth Management to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience.

You will build relationships with clients and internal partners, expand loyalty, and ensure compliance with laws and guidelines. FINRA Series 7 and 66 licenses and Life/Health insurance credentials are required.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• 3+ years of relevant / direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through networking.
• Owns the client experience, handling sales, service, and referrals.
• Develops investment strategies and presents recommendations to clients.
• Coaches internal partners to identify investment opportunities and drive referrals.

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 Financial Services Group, Inc. in Michigan seeks a Wealth Advisor within PNC Wealth Management to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience.

You will build relationships with clients and internal partners, expand loyalty, and ensure compliance with laws and guidelines. FINRA Series 7 and 66 licenses and Life/Health insurance credentials are required.