Growth-Focused Wealth Advisor

Fairygodboss; Noblesville (IN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Parental leave

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Indiana to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, coordinate with internal partners, and expand the relationship through referrals.

Candidates should have a Bachelor's degree, FINRA Series 7 and 66 (or 63/65) and Life/Health licenses. 3+ years of industry experience preferred; strong communication and relationship-building skills are essential.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA licensing and Life/Health licenses preferred or required.
• 3+ years of relevant/ direct industry experience typically expected.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches internal partners to identify investment opportunities and builds referral activity.

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 based in Indiana to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, coordinate with internal partners, and expand the relationship through referrals.

Candidates should have a Bachelor's degree, FINRA Series 7 and 66 (or 63/65) and Life/Health licenses. 3+ years of industry experience preferred; strong communication and relationship-building skills are essential.