Wealth Advisor: Grow Client Wealth & Relationships

PNC; Detroit (MI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching

Paid holidays & time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Michigan to consult on investment and insurance strategies, develop tailored financial plans, and expand the client book. You will manage the client experience, balancing sales and service while coordinating with internal partners to drive referrals and opportunities.

The role emphasizes building client loyalty, coaching teammates, and maintaining strong relationships with both internal and external partners to meet service levels and

Qualifications

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

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business through client relationships.
• Own the client experience, handling sales and service, and refer to internal partners as needed.
• Coach internal partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Investment Banking

Sales Tasks

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Wealth Advisor in Michigan to consult on investment and insurance strategies, develop tailored financial plans, and expand the client book. You will manage the client experience, balancing sales and service while coordinating with internal partners to drive referrals and opportunities.

The role emphasizes building client loyalty, coaching teammates, and maintaining strong relationships with both internal and external partners to meet service levels and