In-Office Wealth Advisor

Fairygodboss; Carmel (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

401(k) with match

Education assistance

Wellness program

Paid holidays

Paid time off

Job summary

PNC Wealth Management in Carmel, IN is seeking a Financial Advisor to manage an assigned book of clients and deliver comprehensive financial planning. You will develop investment and insurance strategies, grow the client base, and coordinate with internal partners to meet goals.

The role emphasizes a client-focused approach, regulatory compliance, and teamwork to drive referrals and service excellence.

Qualifications

• Roles typically require a university/college degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through business development and networking.
• Develops and implements investment strategies and presents recommendations to clients.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with managers and partners to review results and maintain compliance.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship management

Education

Bachelor's degree

Job description

PNC Wealth Management in Carmel, IN is seeking a Financial Advisor to manage an assigned book of clients and deliver comprehensive financial planning. You will develop investment and insurance strategies, grow the client base, and coordinate with internal partners to meet goals.

The role emphasizes a client-focused approach, regulatory compliance, and teamwork to drive referrals and service excellence.