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PNC Financial Services

Runs a national bank for people and businesses

Investment Advisor 1

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A Bachelor's degree is required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Roles at this level typically require 2 or more years of relevant professional experience.

Responsibilities

  • Support management of accounts in accordance with investment objectives developed with clients.
  • Support delivery of the investment experience to clients by providing actionable advice, market insight, and reporting on investment results.
  • May maintain and grow assets under management and actively participate in sales efforts by introducing and expanding financial services for clients.
  • Support execution of risk management practices by adhering to company policies and procedures.

Desired Qualifications

  • Preferred skills include accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management.
  • Competencies include client relationship management, decision making and critical thinking, effective communications, investment consulting, investment reporting, portfolio management, products and services, and value selling.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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