Wealth Management Financial Advisor

American Accounting Association; Carmel (IN); Hybrid; USD 110,000 - 160,000; Full time

Job summary

PNC Financial Services Group in Carmel, Indiana, seeks a Wealth Management Financial Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess client goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance.

This relationship-driven role involves cultivating new business, deepening existing relationships, and collaborating with internal specialists.

Qualifications

• Experience delivering comprehensive financial planning and investment guidance.
• Ability to design tailored portfolios and tax/estate planning strategies.
• Strong regulatory compliance knowledge and relationship management.

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.
• Develop wealth management strategies aligned with client goals and risk tolerance.
• Manage and monitor client portfolios and adjust strategies as needed.
• Prospect and grow new client relationships to expand the book of business.
• Collaborate with internal tax, trust, and banking specialists.
• Ensure all recommendations comply with regulatory and internal policies.
• Prepare financial plans, proposals, and performance reports.
• Maintain detailed client records using CRM and planning tools.
• Stay updated on markets, products, and regulations.

Skills

Financial planning

Investment portfolio management

Wealth management

Risk assessment and mitigation

Retirement and estate planning

Client relationship management

Financial analysis and modeling

Regulatory and compliance knowledge

Sales and business development

CRM software

Tools

CRM software

Job description

Wealth Management Financial Advisor

Employer PNC Financial Services Group Location Carmel, Indiana Salary Competitive Closing date Sep 29, 2026

Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy, Taxation Role Type Advisor Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Corporate

PNC Financial Services Group is seeking a Financial Advisor in PNC Wealth Management to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess client goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance. In this relationship-driven role, you'll cultivate new business, deepen existing relationships, and collaborate with internal specialists. PNC offers robust training, clear career paths, and a culture grounded in integrity, inclusion, and community impact within a stable, leading financial institution.

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.
• Develop customized wealth management strategies aligned with client goals and risk tolerance.
• Manage and monitor client investment portfolios, adjusting strategies as needed.
• Prospect, acquire, and grow new client relationships to expand the book of business.
• Deepen existing relationships through proactive communication and ongoing reviews.
• Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.
• Ensure all recommendations comply with regulatory, legal, and internal policy requirements.
• Prepare and present financial plans, proposals, and performance reports to clients.
• Maintain detailed client records using CRM and financial planning tools.
• Participate in continuous learning to stay current on markets, products, and regulations.

Required Skills

• Financial planning
• Investment portfolio management
• Wealth management
• Risk assessment and mitigation
• Retirement and estate planning
• Client relationship management
• Financial analysis and modeling
• Regulatory and compliance knowledge
• Sales and business development
• CRM and financial planning software