Wealth Advisor - Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC Wealth Management, you will be based in Troy, MI.

PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client’s unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned.

Our offering includes a robust suite of financial products, dedicated administrative support, and cutting‑edge technology built to elevate your practice and empower your success.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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, handle sales and service efficiently, identify sales and/or execute opportunities and make referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through business development and client networking. Grow client loyalty and share of wallet through an exceptional client experience. Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients. Determine the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client financial needs and objectives. Monitor financial plans and recommend changes as needed.
• Actively and regularly coach and educate internal business partners to identify investment opportunities. Drive investment education and visibility among internal business partners. Show urgency with activities and lead by example. Have regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meet with internal business partners to communicate and review business results and pipeline management. Meet service level agreements on lead and referral follow‑up. Adhere to all applicable laws, regulations, policies and guidelines.

• Customer Focused – knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales…