Investment Advisor II

PNC; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II based in Atlanta, GA. The role focuses on delivering the PNC investment experience, managing client accounts, and growing assets under management.

The position requires 3+ years of industry experience and a Bachelor's degree. You will provide actionable investment guidance, market insights, and reporting while collaborating with a team in an in-office environment.

Qualifications

• Bachelor's degree required; 3+ years of relevant industry experience.
• Demonstrated knowledge of investment management and advisory processes.
• Ability to build client relationships and deliver financial guidance.

Responsibilities

• Manage client accounts according to agreed objectives.
• Provide actionable investment advice, market insights, and performance reporting.
• Grow assets under management and participate in sales efforts for financial services.
• Adhere to PNC policies and risk management practices.
• Collaborate with team to deliver tailored client solutions.

Skills

Client relationship mgmt

Investment knowledge

Financial analysis

Risk management

Sales experience

Communication

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor II within PNC's Private Bank organization, you will be based in Atlanta, GA. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• Is beginning to demonstrate knowledge of investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
• Executes risk management practices through the adherence to PNC's policies and procedures.

Employee Expectations

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role.

Preferred Skills

• Accountability
• Budget Management
• Competitive Advantages
• Decision Making
• Finance Strategy
• Financial Modeling
• Investment Management
• Relationship Management
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investment Consulting
• Portfolio Management
• Products and Services
• Value Selling

Work Experience

Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education

Bachelor’s degree – no required certification or license.

Benefits

PNC offers a comprehensive range of benefits, including medical/prescription drug coverage (with a Health Savings Account feature), dental & vision options, employee and spouse/child life insurance, short and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, back‑up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days, and 15–25 vacation days each year depending on career level and years of service. For more details, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line and be sure to include your name, the job ID, and your preferred method of contact. Emails not related to accommodation requests will not receive responses. Applicants may also call 877‑968‑7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents – Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.