Financial Advisor - Wealth Management - Day Shift

Job overview

The Financial Advisor role is an onsite position based in Carmel, IN. Compensation is not specified in the listing. This role supports the PNC Wealth Management division, which is dedicated to delivering personalized financial solutions and fostering an inclusive culture. The role exists to manage an assigned book of business and execute advice and planning strategies focused on helping clients meet their savings, investing, and retirement goals. The advisor will acquire and maintain client relationships, develop personalized financial plans, and collaborate with branch partners to drive business results.

What you'll do

• Consult on investment and insurance strategies
• develop financial plans
• grow and retain a book of business
• acquire and maintain client relationships
• coach branch staff on investment opportunities
• review business results and pipeline management.

What we're looking for

Skills & competencies

financial advisor

carmel in

wealth management

full-time

day shift

finance

banking

client relations

investment planning

series 7

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase, PTO, parental leave

Why this role

Robust training program; administrative support; state-of-the-art technology; collaborative branch environment.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.