Wealth Advisor: Client Growth & Investment Strategy

Fairygodboss; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor to join our Indiana-based team. You will consult on investment and insurance strategies, develop comprehensive financial plans, and own the end-to-end client experience.

This role emphasizes expanding client relationships through proactive networking and referrals. Ideal candidates possess 3+ years of relevant experience, a bachelor’s degree, and FINRA 7/66 licenses plus Life and Health Insurance licenses.

Qualifications

• Investments and insurance knowledge with ability to build client plans.
• 3+ years of relevant experience; degree preferred.
• FINRA Series 7/66 licenses and Life/Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Acquire and expand client relationships through networking and referrals.
• Present sound recommendations and monitor client plans.
• Coach internal partners to identify investment opportunities and drive referrals.
• Meet SLAs for lead/referral follow up and ensure regulatory compliance.

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 to join our Indiana-based team. You will consult on investment and insurance strategies, develop comprehensive financial plans, and own the end-to-end client experience.

This role emphasizes expanding client relationships through proactive networking and referrals. Ideal candidates possess 3+ years of relevant experience, a bachelor’s degree, and FINRA 7/66 licenses plus Life and Health Insurance licenses.