Wealth Advisor: Growth, Client Impact & In-Office Role

Fairygodboss; Fishers (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Stock purchase program

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Indiana to consult on investment and insurance strategies, develop financial plans, and manage client relationships. The role emphasizes in-office collaboration, regulatory adherence, and driving referral activity within a comprehensive benefits package.

Qualified candidates will have a degree, 3+ years of experience, and FINRA licenses with Life/Health insurance qualifications.

Qualifications

• University/college degree required; certifications are often desired.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies 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

Bachelors

Job description

PNC Wealth Management seeks a Wealth Advisor based in Indiana to consult on investment and insurance strategies, develop financial plans, and manage client relationships. The role emphasizes in-office collaboration, regulatory adherence, and driving referral activity within a comprehensive benefits package.

Qualified candidates will have a degree, 3+ years of experience, and FINRA licenses with Life/Health insurance qualifications.