Investment Advisor II: Build Portfolios & Trust Solutions

PNC; Cleveland (OH); On-site; USD 86,000 - 144,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Pension

Stock purchase plan

Dependent care reimbursement

Back-up care

Education assistance

Wellness program

Paid time off

Job summary

PNC is an in-office company based in Cleveland, OH, seeking an Investment Advisor II for the Irrevocable Specialty Trust Group. The role focuses on managing client accounts, delivering investment guidance, and growing assets under management within PNC’s risk framework.

The position requires alignment with the company’s in-office culture and collaboration with recruiters/hiring managers to meet goals. Sponsorship for employment visas is not provided.

Qualifications

• University/college degree required; 3+ years of relevant/direct industry experience expected.
• Certifications often desired; in lieu of degree, applicable combination may be considered.
• No required licenses or certifications specified.

Responsibilities

• Manages accounts per client investment objectives.
• Delivers PNC investment experience with actionable advice and reporting.
• Maintains and grows assets under management; supports sales of financial services.
• Follows PNC risk management policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's

Job description

PNC is an in-office company based in Cleveland, OH, seeking an Investment Advisor II for the Irrevocable Specialty Trust Group. The role focuses on managing client accounts, delivering investment guidance, and growing assets under management within PNC’s risk framework.

The position requires alignment with the company’s in-office culture and collaboration with recruiters/hiring managers to meet goals. Sponsorship for employment visas is not provided.