Senior Investment Advisor – Private Wealth (Cleveland)

PNC; Cleveland (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Stock purchase plan

Paid holidays

Job summary

PNC is seeking an Investment Advisor III based in Cleveland, OH. You will manage client accounts, provide actionable investment guidance, and report on performance. You will grow assets under management while supporting sales through client introductions and expansion of financial services.

The role requires knowledge of complex investment strategies, adherence to risk policies, and a client-focused approach to tailor solutions.

Qualifications

• Knowledge and ability to deliver sound investment guidance and market insights.
• Ability to manage client relationships and portfolios with attention to risk.
• Experience with investment products, asset allocation and reporting.

Responsibilities

• Manage client accounts according to client objectives and risk tolerance.
• Deliver the PNC investment experience with actionable advice and performance reporting.
• Demonstrate knowledge of complex investment and asset management strategies.
• Maintain and grow assets under management and support sales through client introductions.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelors

Job description

PNC is seeking an Investment Advisor III based in Cleveland, OH. You will manage client accounts, provide actionable investment guidance, and report on performance. You will grow assets under management while supporting sales through client introductions and expansion of financial services.

The role requires knowledge of complex investment strategies, adherence to risk policies, and a client-focused approach to tailor solutions.