Senior Private Bank Investment Advisor

PNC Financial Services Group, Inc.; Akron (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Akron, OH is seeking an Investment Advisor III within its Private Bank to manage client accounts, deliver tailored investment advice, and grow assets under management.

The role emphasizes risk-aware strategies, client relationship management, and collaboration with sales teams to expand financial services. Candidates typically have a bachelor’s degree and 5+ years of relevant experience; certifications/licensure requirements vary.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Manage client investment accounts per objectives developed with the client.
• Provide actionable investment advice, market insights and reporting on investment results.
• Demonstrate knowledge of complex investment and asset management strategies.
• Maintain and grow assets under management.
• Support sales by expanding financial services to clients.
• Execute risk management practices following PNC policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Decision Making and Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Akron, OH is seeking an Investment Advisor III within its Private Bank to manage client accounts, deliver tailored investment advice, and grow assets under management.

The role emphasizes risk-aware strategies, client relationship management, and collaboration with sales teams to expand financial services. Candidates typically have a bachelor’s degree and 5+ years of relevant experience; certifications/licensure requirements vary.