Investment Advisor II — Wealth Growth & Portfolio Strategy

PNC Financial Services Group, Inc.; Baltimore (MD); On-site; USD 86,000 - 173,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Medical, dental, vision coverage

Paid time off and holidays

Job summary

PNC Financial Services seeks an Investment Advisor II to manage client portfolios, design and implement investment strategies, and serve as a trusted advisor. The role emphasizes proactive client engagement, regular communication, and growth of assets under management across a Private Bank Connect team.

The position involves collaboration with Banking Advisors, Relationship Strategists and Portfolio Administrators, primarily via virtual channels, with in-office requirements in multiple

Qualifications

• Bachelor's degree required; CF/CPA/CFP certifications are a plus.
• 3+ years of direct investment/advisory experience within a financial services environment.
• Strong knowledge of portfolio construction, risk management and client reporting.

Responsibilities

• Manage client investment portfolios aligned with agreed objectives.
• Deliver investment guidance, market insights and performance reporting to clients.
• Grow assets under management through referrals, outreach, and cross-sell across the bank.
• Maintain risk controls and ensure compliance with firm policies and procedures.

Skills

Accountability

Budget Management

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Communication

Education

Bachelors

Job description

PNC Financial Services seeks an Investment Advisor II to manage client portfolios, design and implement investment strategies, and serve as a trusted advisor. The role emphasizes proactive client engagement, regular communication, and growth of assets under management across a Private Bank Connect team.

The position involves collaboration with Banking Advisors, Relationship Strategists and Portfolio Administrators, primarily via virtual channels, with in-office requirements in multiple