Investment Advisor II — Grow Client Assets & Insights

PNC; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation days

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II to work in Wealth Management in Pittsburgh, PA.

You will manage client accounts, provide investment guidance, and help grow assets under management while supporting sales initiatives and maintaining strong risk controls. The role requires a university degree with 3+ years in wealth or asset management, and FINRA Series 7/66 licenses plus Life & Health license.

Qualifications

• University degree with 3+ years of relevant industry experience.
• FINRA Series 7 and 66 licenses and Life & Health license required.

Responsibilities

• Manages accounts in accordance with client investment objectives.
• Delivers investment experience with actionable advice, market insight and reporting.
• Demonstrates knowledge of investment and asset management strategies.
• Maintains and grows assets under management.
• Contributes to sales efforts by expanding financial services to clients.
• Adheres to PNC policies and risk management practices.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor II to work in Wealth Management in Pittsburgh, PA.

You will manage client accounts, provide investment guidance, and help grow assets under management while supporting sales initiatives and maintaining strong risk controls. The role requires a university degree with 3+ years in wealth or asset management, and FINRA Series 7/66 licenses plus Life & Health license.