Wealth Advisor – Holistic Planning & Client
Job in
Greenwood, Johnson County, Indiana, 46142, USA
Listed on 2026-03-04
Listing for:
PNC
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm in Greenwood, IN seeks a Wealth Advisor to consult on investment and insurance strategies and build strong client relationships. The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience, strong communication skills, and required licenses (FINRA Series 7 and 66). This role involves developing and implementing tailored financial solutions for clients and collaborating with a dedicated support team.
Competitive salary and comprehensive benefits offered.
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