Private Banking Investment Advisor II

PNC Financial Services Group, Inc.; Cleveland (OH); Hybrid; USD 86,000 - 144,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k) with PNC match

Stock purchase plans

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II based in Cleveland, OH within the Private Bank. The role focuses on managing client accounts, delivering informed investment guidance, and growing advisory assets through proactive client service.

The position emphasizes risk-aware investing, adherence to firm policies, and active involvement in cross-selling financial solutions to clients. This is an in-office role with eligible benefits and incentive opportunities.

Qualifications

• 3+ years of relevant industry experience.
• Bachelor's degree.
• Certifications/licenses not required.

Responsibilities

• Manages accounts in accordance with investment objectives developed with the client.
• Delivers the PNC investment experience with actionable advice, market insight and reporting on investment results.
• Maintains and grows assets under management and contributes to sales efforts.
• Executes risk management practices in line with PNC policies.

Skills

Investment management

Portfolio management

Relationship management

Financial modeling

Decision making

Finance strategy

Budget management

Accountability

Client service

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor II based in Cleveland, OH within the Private Bank. The role focuses on managing client accounts, delivering informed investment guidance, and growing advisory assets through proactive client service.

The position emphasizes risk-aware investing, adherence to firm policies, and active involvement in cross-selling financial solutions to clients. This is an in-office role with eligible benefits and incentive opportunities.