Wealth Advisor - Build Portfolios & Client Relationships

PNC; Fort Wayne (IN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (HＳ

401(k) with PNC match

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Indiana to consult on investment and insurance strategies and develop tailored financial plans. You will grow and retain client relationships, manage sales and service, and refer opportunities to internal teams as appropriate.

The role emphasizes developing investment strategies, coaching partners, and maintaining ongoing client communication to achieve service levels and growth targets.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and financial plans.
• Grow and retain an investment/insurance book of business.
• Develop and implement investment strategies and monitor client plans.

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

FINRA Series 7 and 66 (or 63,65)

Life and Health Insurance

Job description

PNC Wealth Management is seeking a Wealth Advisor in Indiana to consult on investment and insurance strategies and develop tailored financial plans. You will grow and retain client relationships, manage sales and service, and refer opportunities to internal teams as appropriate.

The role emphasizes developing investment strategies, coaching partners, and maintaining ongoing client communication to achieve service levels and growth targets.