Investment Advisor I, Private Banking - Grow Client Assets

PNC Financial Services Group, Inc.; Cleveland (OH); Vor Ort; USD 75.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k) with company match

Paid time off

Zusammenfassung

PNC is seeking an Investment Advisor I based in Cleveland, OH to support client accounts and investment objectives within the Private Bank. This in-office role emphasizes a customer-focused approach and active participation in growth initiatives.

The position requires a bachelor’s degree with 2+ years of related experience; potential for incentive-based compensation based on performance. Sponsorship is not provided for visa holders.

Qualifikationen

• Bachelor's degree required.
• 2+ years of relevant professional experience.
• Knowledge of investment management and portfolio concepts helpful.

Aufgaben

• Supports the management of accounts in line with client investment objectives.
• Delivers the PNC investment experience with actionable advice, market insights and reporting.
• May help grow assets under management and participate in sales efforts through client introductions.
• Supports risk management practices per PNC policies and procedures.

Kenntnisse

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC is seeking an Investment Advisor I based in Cleveland, OH to support client accounts and investment objectives within the Private Bank. This in-office role emphasizes a customer-focused approach and active participation in growth initiatives.

The position requires a bachelor’s degree with 2+ years of related experience; potential for incentive-based compensation based on performance. Sponsorship is not provided for visa holders.