Investment Advisor II — Wealth Growth & Portfolio Strategy

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

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Career development

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II for its Private Bank Connect team with base in Cleveland, OH or other locations.

You will design and implement investment strategies, manage portfolios, and engage clients via calls and Teams meetings to grow assets under management while maintaining risk controls. The role emphasizes collaboration with Banking Advisors, Relationship Strategists and Portfolio Administrators to deliver wealth management solutions and

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• Skills, competencies, work experience, education, and certifications are required to be successful.
• Certifications/licensures information is addressed during the hiring process.

Responsibilities

• Manages accounts in line with client investment objectives.
• Delivers the PNC investment experience with actionable advice and reporting.
• Maintains and grows assets under management and supports sales efforts.
• Executes risk management in line with policies and procedures.

Skills

Accountability

Budgeting

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 for its Private Bank Connect team with base in Cleveland, OH or other locations.

You will design and implement investment strategies, manage portfolios, and engage clients via calls and Teams meetings to grow assets under management while maintaining risk controls. The role emphasizes collaboration with Banking Advisors, Relationship Strategists and Portfolio Administrators to deliver wealth management solutions and