Wealth Advisor: Grow client portfolios & financial plans

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

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) match

Pension plans

Stock purchase plan

Educational assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Michigan to develop and execute financial plans, build and retain a client base, and coordinate investment and insurance strategies. You will lead client engagements, ensure superior service, and collaborate across internal teams to maximize referrals and outcomes.

The role emphasizes regulatory compliance, education of partners, and proactive management of client results in a fast-paced, in-office environment.

Qualifications

• 3+ years of relevant/direct industry experience.
• Bachelor's degree required; Certifications often desired but not required.
• FINRA Series 7 and 66 (or 63,65) licenses required; Life and Health Insurance required.

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.
• Acquire, expand and maintain client relationships through networking and referrals.
• Develop and implement investment and insurance strategies; present recommendations.
• Coach internal partners to identify 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 Wealth Management is seeking a Wealth Advisor in Michigan to develop and execute financial plans, build and retain a client base, and coordinate investment and insurance strategies. You will lead client engagements, ensure superior service, and collaborate across internal teams to maximize referrals and outcomes.

The role emphasizes regulatory compliance, education of partners, and proactive management of client results in a fast-paced, in-office environment.