Associate Investment Advisor: Client Growth & Insights

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 65,000 - 95,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking an Associate Investment Advisor based in Philadelphia, PA. This role supports client accounts with investment objectives, delivers actionable advice, and contributes to asset growth within our Private Bank division.

The position emphasizes strong client relationships, investment reporting, and risk-aware decision making in an in-office environment. A relevant bachelor’s degree and 2+ years of experience are typical prerequisites.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• 2+ years of relevant professional experience required; a university/college degree is typically expected.

Responsibilities

• Supports the management of accounts in accordance with investment objectives developed with the client.
• Supports the delivery of the PNC investment experience to clients with actionable advice, market insight and reporting on investment results.
• May be responsible for maintaining and growing assets under management; participates in sales efforts to expand financial services.
• Supports the execution of risk management practices through adherence to PNC policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an Associate Investment Advisor based in Philadelphia, PA. This role supports client accounts with investment objectives, delivers actionable advice, and contributes to asset growth within our Private Bank division.

The position emphasizes strong client relationships, investment reporting, and risk-aware decision making in an in-office environment. A relevant bachelor’s degree and 2+ years of experience are typical prerequisites.