Wealth Advisor - PNC Wealth Management

Job overview

The Wealth Advisor - PNC Wealth Management is an onsite role based in Livonia, MI. Compensation is not specified for this position, which supports the PNC Wealth Management division in delivering exceptional client experiences and fostering an inclusive workplace culture. This role exists to consult on investment and insurance strategies while developing comprehensive financial plans for clients. The advisor is responsible for growing and retaining a book of business, managing client relationships, and collaborating with internal partners to identify new opportunities and drive referral activity.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• grows and retains book of business
• manages client relationships
• collaborates with internal business partners
• identifies sales opportunities
• presents financial recommendations
• monitors financial plans
• coaches internal partners on investment opportunities.

What we're looking for

Skills & competencies

contract

day shift

livonia mi

pnc

wealth advisor

financial planning

investment strategy

client relationship

series 7

series 66

life and health insurance

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical/prescription drug coverage, dental and vision options, 401(k) with match, pension, stock purchase plans, paid time off, parental leave, wellness program.

Why this role

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.