Investment Advisor II — Private Wealth Growth

PNC Financial Services Group, Inc.; Coral Gables (FL); Vor Ort; USD 86.000 - 173.000; Vollzeit

Zusammenfassung

PNC’s Private Bank Connect team seeks an Investment Advisor II to manage client portfolios, design and implement investment strategies, and maintain ongoing client engagement. This role focuses on growing assets under management while delivering wealth-management solutions with guidance from a collaborative team.

Based in a Private Bank location (e.g., Cleveland, OH or Dallas, TX), you will work with Banking Advisors, Relationship Strategists and Portfolio Administrators to provide superior

Qualifikationen

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

Aufgaben

• Manages accounts in accordance with investment objectives developed with the client.
• Delivers the PNC investment experience with actionable advice, market insight and reporting on investment results.
• Maintains and grows assets under management; participates in sales efforts to expand financial services.
• Executes risk management through adherence to policies and procedures.

Kenntnisse

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Ausbildung

Bachelors

Jobbeschreibung

PNC’s Private Bank Connect team seeks an Investment Advisor II to manage client portfolios, design and implement investment strategies, and maintain ongoing client engagement. This role focuses on growing assets under management while delivering wealth-management solutions with guidance from a collaborative team.

Based in a Private Bank location (e.g., Cleveland, OH or Dallas, TX), you will work with Banking Advisors, Relationship Strategists and Portfolio Administrators to provide superior