Investment Advisor II: Private Wealth Growth (Virtual)

PNC Financial Services Group; Mechanicsburg (Cumberland County); On-site; USD 86,000 - 173,000; Full time

Job summary

PNC Financial Services Group in the Private Bank Connect organization seeks an Investment Advisor II. Based in Cleveland, OH, Baltimore, MD, Mechanicsburg, PA, Dallas, TX, Phoenix, AZ or another Private Bank location, you will manage client portfolios and design investment strategies to meet goals.

The role emphasizes ongoing portfolio management, risk oversight, and proactive client engagement, with most interactions via phone and video.

Qualifications

• University/college degree required; certifications are often desired.
• 3+ years of relevant / direct industry experience.
• In lieu of a degree, a combination of education, job-specific certification(s), and experience may be considered.

Responsibilities

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Deliver the PNC investment experience to clients, providing actionable advice and market insight.
• Maintain and grow assets under management; participate in sales through expanding financial services.
• Execute risk management practices in line with PNC policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group in the Private Bank Connect organization seeks an Investment Advisor II. Based in Cleveland, OH, Baltimore, MD, Mechanicsburg, PA, Dallas, TX, Phoenix, AZ or another Private Bank location, you will manage client portfolios and design investment strategies to meet goals.

The role emphasizes ongoing portfolio management, risk oversight, and proactive client engagement, with most interactions via phone and video.