Wealth Advisor: Grow Client Wealth & Experience

Fairygodboss; Sterling Heights (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management in Michigan is seeking a Wealth Advisor to deepen client relationships and deliver integrated investment and insurance strategies. You will own the client experience, coordinate with partners, and grow a book of business through proactive service and business development.

You will work in-office in Michigan, collaborate across teams, and adhere to regulatory standards while helping clients achieve their financial goals.

Qualifications

• Bachelor’s degree required or equivalent experience.
• FINRA licenses and life/health credentials preferred or pursued.
• Strong client service and regulatory compliance knowledge.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment/insurance book of business through client relationships.
• Coordinate with internal partners to address client needs and referrals.
• Coach internal teams to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship

Financial Analysis

Public Speaking

Education

Bachelor's Degree

Tools

CRM Systems

Job description

PNC Wealth Management in Michigan is seeking a Wealth Advisor to deepen client relationships and deliver integrated investment and insurance strategies. You will own the client experience, coordinate with partners, and grow a book of business through proactive service and business development.

You will work in-office in Michigan, collaborate across teams, and adhere to regulatory standards while helping clients achieve their financial goals.