Onsite Financial Advisor

Posted 7 hours ago

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About the role

  • 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.

Responsibilities

  • Consults on investment and insurance strategies, as well as the development of financial plans for clients
  • Grows and retains an investment and insurance book of business
  • Owns the client experience, efficiently handling sales and service
  • Acquires, expands and maintains client relationships through business development and client networking
  • Applies product and procedural knowledge to solve client problems appropriately
  • Develops and implements investment and insurance strategies for clients
  • Monitors financial plans and recommends changes as needed

Requirements

  • 2+ years of relevant professional experience
  • university / college degree or a comparable combination of education, job specific certification(s), and experience (including military service)
  • FINRA Series 7 and 66 (or 63,65) required
  • Life and Health Insurance required
  • preferred skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Benefits

  • medical/prescription drug coverage (with a Health Savings Account feature)
  • dental and vision options
  • employee and spouse/child life insurance
  • short and long-term disability protection
  • 401(k) with PNC match
  • pension and stock purchase plans
  • dependent care reimbursement account
  • back-up child/elder care
  • adoption, surrogacy, and doula reimbursement
  • educational assistance, including select programs fully paid
  • a robust wellness program with financial incentives
  • maternity and/or parental leave
  • up to 11 paid holidays each year
  • between 15 to 25 vacation days each year, depending on career level; and years of service

Job title

Financial Advisor

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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