Investment Advisor I – Private Banking & Client Growth

PNC; Cleveland (OH); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Stock purchase plan

Paid time off

Job summary

PNC in Cleveland, OH is seeking an Investment Advisor I within its Private Bank to deliver tailored investment guidance and manage client accounts. You will work with clients to develop objectives and provide market insights.

Responsibilities include delivering investment experience, reporting results, and supporting asset growth while adhering to risk management policies. A bachelor’s degree and 2+ years of experience are required; base salary is $75,000–$125,000 with incentive eligibility.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required; comparable education considered.

Responsibilities

• Supports management of client accounts aligned with investment objectives.
• Delivers actionable investment guidance and reporting of results.
• Participates in sales efforts by expanding financial services to clients.
• Supports risk management practices per policies.

Skills

Investment Management

Relationship Management

Client Advisory

Market Insight

Financial Reporting

Education

Bachelor's

Job description

PNC in Cleveland, OH is seeking an Investment Advisor I within its Private Bank to deliver tailored investment guidance and manage client accounts. You will work with clients to develop objectives and provide market insights.

Responsibilities include delivering investment experience, reporting results, and supporting asset growth while adhering to risk management policies. A bachelor’s degree and 2+ years of experience are required; base salary is $75,000–$125,000 with incentive eligibility.