Private Wealth Associate Investment Advisor

PNC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Pension plan

Stock purchase plan

Job summary

PNC is seeking an Associate Investment Advisor within the Private Bank in Philadelphia, PA. This role focuses on delivering investment advice, reporting, and expanding client assets while adhering to risk management practices.

The position emphasizes collaboration with the Private Bank team to provide tailored investment solutions and ensure client satisfaction. A Bachelor's degree and relevant experience are preferred, with in-office expectations clearly stated.

Qualifications

• University degree and relevant certifications as needed; 2+ years of professional experience.
• Strong knowledge of investment management and client relationship practices.
• Ability to deliver actionable investment advice and market insights.

Responsibilities

• Support management of client accounts and investments aligned with client objectives.
• Deliver investment experience with market insights and performance reporting.
• Assist in growing assets under management through client introductions and expansion of services.
• Support risk management practices by following firm policies.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's

Job description

PNC is seeking an Associate Investment Advisor within the Private Bank in Philadelphia, PA. This role focuses on delivering investment advice, reporting, and expanding client assets while adhering to risk management practices.

The position emphasizes collaboration with the Private Bank team to provide tailored investment solutions and ensure client satisfaction. A Bachelor's degree and relevant experience are preferred, with in-office expectations clearly stated.