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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 Notre-Dame-du-Mont-Carmel, Indiana, United States of America
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    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    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 in Carmel, Indiana, you will consult on investment and insurance strategies, develop financial plans for clients, and grow an investment and insurance book of business. The role emphasizes delivering exceptional customer service and enhancing client relationships through effective communication and business development.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Develop and implement financial plans based on client needs
  • Grow and retain a book of business through client networking
  • Manage client experience and handle sales and service efficiently
  • Coach and educate internal partners on investment opportunities
  • Monitor financial plans and recommend necessary changes
  • Maintain compliance with laws, regulations, and company policies

Required skills

  • Banking & Financial Services knowledge
  • Investment strategies expertise
  • Client relationship management
  • Financial planning skills
  • Insurance sales experience
  • Business development experience
  • Strong communication and interpersonal skills
  • FINRA Series 7 and 66 (or 63,65) required
  • Life and Health Insurance license required
  • 3+ years of relevant industry experience

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with company match and pension plan
  • Educational assistance with potential for fully paid programs
  • Generous paid time off including vacation, holidays, and parental leave
  • 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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