Wealth Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Carmel, INOnsiteFull TimeMedior$75,000 - $75,000Wealth Management

About this role

A Wealth Advisor at PNC Wealth Management based in Indianapolis provides personalized financial, investment, and insurance advice to help clients meet savings, investment, and retirement objectives. The role works closely with Wealth Strategists and internal partners to deliver holistic, client-centered planning supported by PNC’s product suite and technology. This position emphasizes client acquisition, retention, and long-term relationship building.

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Required Skills

Client Prospecting
Relationship Building
Credit Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Advice
Public Speaking
Coaching
Sales

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65
Life And Health Insurance License

About Quantitative Marketing

pnc.com

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.

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