Private Wealth Investment Advisor II

PNC Financial Services Group, Inc.; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor II based in Atlanta, GA. The role focuses on delivering the PNC investment experience, managing client accounts, and growing assets under management.

The position requires 3+ years of industry experience and a Bachelor's degree. You will provide actionable investment guidance, market insights, and reporting while collaborating with a team in an in-office environment.

Qualifications

• Bachelor's degree required; 3+ years of relevant industry experience.
• Demonstrated knowledge of investment management and advisory processes.
• Ability to build client relationships and deliver financial guidance.

Responsibilities

• Manage client accounts according to agreed objectives.
• Provide actionable investment advice, market insights, and performance reporting.
• Grow assets under management and participate in sales efforts for financial services.
• Adhere to PNC policies and risk management practices.
• Collaborate with team to deliver tailored client solutions.

Skills

Client relationship mgmt

Investment knowledge

Financial analysis

Risk management

Sales experience

Communication

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor II based in Atlanta, GA. The role focuses on delivering the PNC investment experience, managing client accounts, and growing assets under management.

The position requires 3+ years of industry experience and a Bachelor's degree. You will provide actionable investment guidance, market insights, and reporting while collaborating with a team in an in-office environment.