Wealth Advisor: Elevate Clients’ Financial Futures

PNC Financial Services Group, Inc.; Carmel (IN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension and stock purchase plans

Education assistance

Job summary

PNC Financial Services Group, Inc. is seeking a position based in our in-office environment in Indiana, with an emphasis on building enduring client relationships.

The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a robust book of business. As a candidate, you will collaborate with internal partners, apply product knowledge to solve client needs, and maintain compliance with all laws and policies.

Qualifications

• 3+ years of relevant / direct industry experience; certifications often desired.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Certifications are often desired; in lieu of a degree, a comparable combination of education, certs, and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients; grows and retains a book of business.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies; presents sound financial recommendations.
• Coaches and educates internal partners to identify opportunities; drives education and visibility among partners.
• Meets with internal partners to review business results and pipeline; adheres to laws and guidelines.

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 Financial Services Group, Inc. is seeking a position based in our in-office environment in Indiana, with an emphasis on building enduring client relationships.

The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a robust book of business. As a candidate, you will collaborate with internal partners, apply product knowledge to solve client needs, and maintain compliance with all laws and policies.