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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 Indianapolis, 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 involves growing and retaining a book of business through client relationship management and business development, all while fostering an inclusive workplace culture.

Key responsibilities

  • Consult on investment and insurance strategies
  • Develop and implement financial plans for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience and handle sales and service efficiently
  • Acquire and maintain client relationships through networking
  • Present financial recommendations and guidance to clients
  • Monitor financial plans and recommend changes
  • Coach and educate internal business partners on investment opportunities
  • Communicate regularly with internal and external partners

Required skills

  • Investment Strategies
  • Financial Planning
  • Client Relationship Management
  • Sales Strategies
  • Business Development
  • Networking
  • Communication skills
  • Risk Management

What the company offers

  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401(k) plan with PNC match
  • Paid time off including parental leave, holidays, and vacation days
  • Educational assistance and wellness program with financial incentives

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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