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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Taman Greenwood, Indiana, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
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Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will consult on investment and insurance strategies while developing financial plans for clients. The role emphasizes client relationship management, business development, and collaboration with internal partners to ensure an exceptional client experience.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Develop and implement financial plans based on client needs
  • Grow and retain an investment and insurance book of business
  • Own the client experience and handle sales and service efficiently
  • Expand and maintain client relationships through networking
  • Monitor financial plans and recommend changes as needed
  • Provide financial recommendations and guidance to clients
  • Educate internal partners on investment opportunities

Required skills

  • Wealth Management
  • Financial Planning
  • Investment Strategies
  • Client Relations
  • Business Development
  • Sales
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • Customer Experience Management
  • Effective Communication

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match and pension plans
  • Educational assistance with select programs fully paid
  • Maternity and parental leave
  • Paid holidays and vacation days

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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