Strategic Financial Advisor & Client Partner
Job in
Fishers, Hamilton County, Indiana, 46085, USA
Listed on 2026-06-26
Listing for:
PNC Investments LLC
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
PNC Investments LLC, located in Fishers, Indiana, is looking for an investment consultant to consult on investment and insurance strategies while developing financial plans for clients. The successful candidate will manage client relationships and apply product knowledge to provide effective solutions.
Key responsibilities include acquiring and maintaining client relationships, coaching branch staff, and adhering to compliance standards. A Bachelor's degree and relevant experience are required, along with Series 7 and 66 licenses.
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