Financial Advisor advising clients on investment and insurance strategies at PNC Wealth Management. Responsible for expanding and maintaining client relationships within the Noblesville, IN, branch.
About the role
- Analyst supporting Elo's long-term strategic planning by integrating business areas with executive leadership. Involves performance monitoring, market analysis, and strategic project management.
Responsibilities
- Monitor and detail the long-term Strategic Plan, ensuring integration with business areas and support for senior leadership.
- Coordinate strategic forums and working groups, driving engagement and monitoring of the company's strategic initiatives.
- Monitor performance, identifying variances and opportunities for tactical and strategic adjustments.
- Conduct market and competitor analyses, including future scenarios, financial projections, and impact assessments to inform strategic decisions.
Requirements
- Advanced knowledge of the Microsoft Office suite (Excel, PowerPoint)
- Strong analytical skills and critical thinking
- Creative problem-solving skills
- Leadership and influencing ability
- Advanced English
- Prior experience in dynamic, highly collaborative environments (preferred)
- Ability to manage tasks autonomously and prioritize effectively (preferred)
- Ability to coordinate multiple initiatives in parallel while maintaining delivery excellence (preferred)
- Strong written and verbal communication skills across all organizational levels (preferred)
- Exceptional ability to structure tasks, optimize processes, and maintain organized workflows (preferred)
- Business acumen (preferred)
Benefits
- Performance-based Profit Sharing Program (PPR)
- Health insurance (Bradesco - cost-sharing/co-payment)
- Optional dental coverage (Bradesco)
- Life insurance (Banco do Brasil)
- Optional private pension plan (you can contribute up to 7.8% of salary; Elo matches between 100% and 200% according to plan rules)
- Meal/food allowance of R$1,800.00
- R$150.00 flexible credit balance
- Holiday card (Christmas bonus) of R$750.00
- Home office allowance (R$200.00 for hybrid model; R$300.00 for fully remote)
- Mobility allowance of R$400.00
- Free parking
- Childcare assistance for parents
- Culture allowance (to be used for theater, cinema, or bookstores)
- Enhanced parental leave (including same-sex couples, adoptive parents, etc.)
- Birthday day off
- Zenklub (psychotherapy - up to 4 sessions per month fully covered by Elo)
- WellHub and TotalPass (network of gyms and studios for sports/exercise)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Advisor assisting clients with investment and insurance strategies within PNC Wealth Management. Collaborating with branch teams and developing personalized financial plans.
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