P

PNC Financial Services

Runs a national bank for people and businesses

Investment Advisor 2

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A university or college degree is typically required; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • Three or more years of relevant or direct industry experience are typically required.
  • Knowledge, skills, and abilities appropriate to the role are required.
  • Customer focus, including understanding customer needs and satisfaction and using that knowledge to create customized customer solutions.
  • Ability to assess and manage risks associated with business objectives and activities in accordance with the Enterprise Risk Management Framework.

Responsibilities

  • Manage accounts in accordance with investment objectives developed with clients.
  • Deliver the PNC investment experience by providing clients with actionable advice, market insight, and reporting on investment results.
  • Maintain and grow assets under management.
  • Participate actively in sales efforts by introducing and expanding financial services for clients.
  • Execute risk management practices by adhering to PNC policies and procedures.
  • Partner with Private Bank markets regarding clients’ brokerage needs.
  • Advise high-net-worth and ultra-high-net-worth clients on transactional needs in support of their overall wealth strategy.

Desired Qualifications

  • Certifications are often desired.
  • 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, 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

Recently Posted Jobs

Explore more opportunities at PNC Financial Services

See more jobs