Investment Advisor II, Private Wealth Growth

PNC Financial Services Group, Inc.

Atlanta (GA)

On-site

USD 95,000 - 130,000

Full time

14 days+
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Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II in Atlanta, GA to manage client accounts and deliver the PNC investment experience. You will provide actionable advice, market insight and reporting on results, while growing assets under management.

The role emphasizes client relationship management and risk-aware financial planning within PNC's Private Bank. In-office position with a strong emphasis on customer-focused solutions.

Qualifications

  • University/college degree required.
  • Certifications are often desired.
  • 3+ years of relevant industry experience.
  • In lieu of a degree, a comparable combination of education and experience may be considered.

Responsibilities

  • Manage accounts aligned to client investment objectives.
  • Deliver investment experience, actionable advice, and reporting.
  • Grow assets under management and participate in sales efforts.
  • Adhere to PNC policies and risk management practices.

Skills

Relationship Mgmt
Investment Expertise
Portfolio Mgmt
Financial Modeling
Effective Communications
Risk Awareness

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor II in Atlanta, GA to manage client accounts and deliver the PNC investment experience. You will provide actionable advice, market insight and reporting on results, while growing assets under management.

The role emphasizes client relationship management and risk-aware financial planning within PNC's Private Bank. In-office position with a strong emphasis on customer-focused solutions.

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