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PNC Financial Services

Runs a national bank for people and businesses

Investment Advisor 3

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeAkron, OH, USA

About the Job

Requirements

  • A university or college degree is typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • At least five years of industry-relevant experience is typically required.
  • Candidates must demonstrate the knowledge, skills, and abilities appropriate for the role.
  • Specific certifications are often required, although no certifications are required for this position.
  • No license is required for this position.

Responsibilities

  • Manage accounts in accordance with investment objectives developed with clients.
  • Deliver the PNC investment experience to clients by providing actionable advice, market insight, and reporting on investment results.
  • Demonstrate knowledge of complex investment and asset management strategies.
  • Maintain and grow assets under management and support business sales efforts by introducing and expanding financial services for clients.
  • Execute risk management practices by adhering to PNC policies and procedures.
  • Prioritize customer needs and satisfaction in business decisions and use that understanding to create customized customer solutions.
  • Assess and effectively manage risks associated with business objectives and activities to support PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Accountability.
  • Budget management.
  • Competitive advantages.
  • Decision making.
  • Finance strategy.
  • Financial modeling.
  • Investment management.
  • Relationship management.
  • Client relationship management.
  • Critical thinking.
  • Effective communications.
  • Investment consulting.
  • Portfolio management.
  • Products and services.
  • 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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