Private Bank Investment Advisor I

PNC Financial Services Group, Inc.; Troy (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor I in the Private Bank to support client accounts in Michigan, with base locations in Troy, Lansing, or Grand Rapids. This role emphasizes relationship-based service, investment guidance, and risk-aware account growth.

The candidate will collaborate with advisors to deliver tailored investment experiences, monitoring performance and communicating value to clients in a compliant manner.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

• Supports the management of accounts in accordance with investment objectives that have been developed with the client.
• Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• May be responsible for maintaining and growing assets under management.
• Active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.

Skills

Relationship management

Investment management

Financial modeling

Decision making

Effective communications

Portfolio management

Investment consulting

Accountability

Budget management

Investment reporting

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor I in the Private Bank to support client accounts in Michigan, with base locations in Troy, Lansing, or Grand Rapids. This role emphasizes relationship-based service, investment guidance, and risk-aware account growth.

The candidate will collaborate with advisors to deliver tailored investment experiences, monitoring performance and communicating value to clients in a compliant manner.