Investment Advisor II: Build Wealth & Client Relationships

PNC Financial Services Group; Dallas (TX); On-site; USD 86,000 - 173,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension plan

Stock purchase plan

Paid time off

Job summary

PNC Financial Services Group invites applications for an Investment Advisor II in Private Bank Connect. Based in Dallas, TX, this role focuses on managing client portfolios and delivering tailored investment strategies to help clients reach their goals.

Collaborate with Banking Advisors and Portfolio Administrators to grow assets under management. This is an in-office position with strong emphasis on client engagement, risk management, and regulatory compliance.

Qualifications

• University/college degree required.
• 3+ years of relevant / direct investment advisory experience.
• Sponsorship not provided for this role.

Responsibilities

• Manages client accounts in line with investment objectives.
• Delivers investment experience with actionable advice, market insights and reporting.

Skills

Accountability

Budget management

Competitive advantages

Decision making

Finance strategy

Financial modeling

Investment management

Relationship management

Education

Bachelor's

Job description

PNC Financial Services Group invites applications for an Investment Advisor II in Private Bank Connect. Based in Dallas, TX, this role focuses on managing client portfolios and delivering tailored investment strategies to help clients reach their goals.

Collaborate with Banking Advisors and Portfolio Administrators to grow assets under management. This is an in-office position with strong emphasis on client engagement, risk management, and regulatory compliance.