Investment Advisor I - Private Banking (Entry Level)

PNC Financial Services Group, Inc.; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase plan

Dependent care reimbursement

Education assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor I for its Private Bank. The role is based in Fort Lauderdale or Coral Gables, FL, in-office, with opportunities to manage client accounts and implement investment strategies. A minimum of two years of related experience and a bachelor's degree are preferred.

Responsibilities include advising on investments, reporting results, and supporting growth of assets under management while aligning with risk controls and client objectives.

Qualifications

• Role requires 2+ years of relevant professional experience.
• Bachelor's degree required.
• No formal certifications/licenses required in this role.

Responsibilities

• Supports the management of accounts and investment objectives for clients.
• Delivers actionable investment advice, market insights and reporting on results.
• Contributes to growing assets under management and participates in sales efforts.
• Supports adherence to risk management practices and company policies.

Skills

Investment Knowledge

Client Relationship Management

Decision Making

Financial Modeling

Investment Management

Portfolio Management

Effective Communications

Investment Consulting

Value Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor I for its Private Bank. The role is based in Fort Lauderdale or Coral Gables, FL, in-office, with opportunities to manage client accounts and implement investment strategies. A minimum of two years of related experience and a bachelor's degree are preferred.

Responsibilities include advising on investments, reporting results, and supporting growth of assets under management while aligning with risk controls and client objectives.