Private Bank Investment Advisor - Client Wealth Growth

PNC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Wellness program

Job summary

PNC, based in Philadelphia, PA, is seeking an Associate Investment Advisor within its Private Bank organization. The role supports client accounts, provides investment guidance, and helps grow assets under management while contributing to risk management and compliance with firm policies.

The position emphasizes delivering the investment experience with insightful market analysis, reporting, and tailored financial solutions to high-value clients.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
• Experience in investment management and client relationship management is preferred.

Responsibilities

• Supports the management of accounts in accordance with client investment objectives.
• Delivers the PNC investment experience to clients with actionable advice, market insight, and reporting.
• May be responsible for maintaining and growing assets under management; contributes to sales efforts through cross-selling financial services.
• Supports risk management practices by adhering to 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, based in Philadelphia, PA, is seeking an Associate Investment Advisor within its Private Bank organization. The role supports client accounts, provides investment guidance, and helps grow assets under management while contributing to risk management and compliance with firm policies.

The position emphasizes delivering the investment experience with insightful market analysis, reporting, and tailored financial solutions to high-value clients.