Investment Advisor I – Private Banking Growth

Uloop Inc.; Miami (FL); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid holidays

Vacation days

Descripción de la vacante

PNC Investment Advisor I based in the Private Bank is expected to manage client accounts and provide investment guidance in line with clients’ objectives. The role supports the delivery of the investment experience with market insights and reporting.

Based in Fort Lauderdale or Coral Gables, this in-office role emphasizes relationship management and participation in asset growth, while adhering to risk management and firm policies.

Formación

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• No Required Certification(s) or License(s) for this role.

Responsabilidades

• Supports the management of accounts in accordance with investment objectives.
• Delivers the investment experience to clients with actionable advice, market insight, and reporting on results.
• May be responsible for maintaining and growing assets under management and contribute to sales efforts.
• Supports risk management practices by adhering to company policies and procedures.

Conocimientos

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Educación

Bachelor's degree

Descripción del empleo

PNC Investment Advisor I based in the Private Bank is expected to manage client accounts and provide investment guidance in line with clients’ objectives. The role supports the delivery of the investment experience with market insights and reporting.

Based in Fort Lauderdale or Coral Gables, this in-office role emphasizes relationship management and participation in asset growth, while adhering to risk management and firm policies.