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Investment Advisor Part Time Jobs in Indiana (NOW HIRING)

PNC

Investment Advisor III

Fort Wayne, IN · On-site

As an Investment Advisor III within PNC's Private Bank organization, you will be based in Fort ... To learn more about these and other programs, including benefits for full time and part-time ...

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Investment Advisor Part Time information

What is a part-time investment advisor?

Investment Advisor Part Time positions are roles where professionals provide financial advice and portfolio management services to clients, but on a reduced or flexible work schedule compared to full-time advisors. These advisors typically help clients make informed investment decisions, plan for retirement, and manage their assets. Part-time investment advisors may work independently or with financial institutions, offering expertise while balancing other commitments. This role is ideal for those seeking work-life balance or transitioning into or out of full-time financial careers.

What skills and qualifications are needed to be a part-time investment advisor?

To thrive as a Part-Time Investment Advisor, you need a solid understanding of financial markets, investment strategies, and relevant regulations, typically supported by a finance-related degree and licenses such as Series 7 or Series 66. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential. Strong interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help you build lasting client relationships. These skills are vital for providing sound investment advice, ensuring compliance, and fostering client trust and satisfaction.

What challenges do part-time investment advisors face and how can they manage client relationships with limited hours?

Part-time Investment Advisors often face the challenge of balancing a flexible schedule with the need to deliver consistent, high-quality client service. Managing ongoing client communications and staying updated on market trends can be demanding with fewer working hours. To succeed, it's important to set clear expectations with clients, utilize digital tools for portfolio tracking and communication, and coordinate closely with full-time team members to ensure seamless support. Proactive organization and leveraging technology can help maintain strong client relationships while working part-time.

What is the difference between Investment Advisor Part Time vs Financial Planner Part Time?

AspectInvestment Advisor Part TimeFinancial Planner Part Time
CertificationsSeries 65/66, CFP (optional)Series 65/66, CFP (optional)
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, or advisory firms
Employer & IndustryFinancial services, investment firmsFinancial planning, wealth management

Both roles often require similar certifications like Series 65/66 and may operate in similar environments. The main difference lies in focus: Investment Advisors primarily manage investments, while Financial Planners provide comprehensive financial advice. Part-time roles in both fields offer flexibility but may differ in client scope and service offerings.

What are the most commonly searched types of Investment Advisor jobs in Indiana?

The most popular types of Investment Advisor jobs in Indiana are:

What are popular job titles related to Investment Advisor Part Time jobs in Indiana?

For Investment Advisor Part Time jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Part Time jobs in Indiana look for?

The top searched job categories for Investment Advisor Part Time jobs in Indiana are:

Investment Advisor Part Time jobs near you
Infographic showing various Investment Advisor Part Time job openings in Indiana as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution.

Investment Advisor III

PNC

Fort Wayne, IN • On-site

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz

89th of 175 rated banks

Job description


Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Fort Wayne, IN or Indianapolis, IN. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Manages accounts in accordance with investment objectives that have been developed with the client.
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • Demonstrates knowledge of complex investment and asset management strategies.
  • Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.
  • Executes risk management practices through the adherence to PNC's policies and procedures.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
     
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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