Wealth Advisor: Personal Investment & Planning

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

Benefits offered by this job

Medical/dental coverage

401(k) with match

Paid holidays and time off

Wellness program

Job summary

PNC Wealth Management is seeking an in-office Wealth Advisor based in Indiana to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. You will own the client experience, drive referrals, and collaborate with internal partners to optimize outcomes.

The role emphasizes building trusted client relationships, adhering to regulations, and delivering sound financial guidance across multiple products and services in a high-support environment.

Qualifications

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

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; manage client experience and referrals.
• Develops and implements investment strategies and presents financial recommendations.
• Coaches internal partners to identify investment opportunities and drives referral activity.
• Meet with internal partners to review results and ensure compliance with laws and guidelines.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Financial Analysis

Public Speaking

Sales

Education

Bachelor's

Job description

PNC Wealth Management is seeking an in-office Wealth Advisor based in Indiana to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. You will own the client experience, drive referrals, and collaborate with internal partners to optimize outcomes.

The role emphasizes building trusted client relationships, adhering to regulations, and delivering sound financial guidance across multiple products and services in a high-support environment.