Associate Investment Advisor, Private Banking

PNC; Philadelphia (Philadelphia County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Pension and stock purchase plans

Paid time off and holidays

Educational assistance

Job summary

PNC is seeking an Associate Investment Advisor within Private Bank in Philadelphia, PA. The role focuses on supporting client accounts, delivering investment insights, and growing assets under management while adhering to enterprise risk policies.

The position emphasizes in-office work culture and collaboration with recruiters and hiring managers to align with goals. Visa sponsorship is not provided for this role.

Qualifications

• Bachelor's degree required with background in finance or related field.
• Strong investment management and reporting knowledge.
• Ability to build client relationships and manage risk in advisory context.

Responsibilities

• Supports the management of accounts in line with client objectives.
• Delivers investment experience with actionable advice, market insight and reporting.
• May assist in growing assets under management and supports sales efforts with clients.
• Supports execution of risk management practices per PNC policies.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

PNC is seeking an Associate Investment Advisor within Private Bank in Philadelphia, PA. The role focuses on supporting client accounts, delivering investment insights, and growing assets under management while adhering to enterprise risk policies.

The position emphasizes in-office work culture and collaboration with recruiters and hiring managers to align with goals. Visa sponsorship is not provided for this role.