Trader Associate - PNC Wealth Management

PNC; United States; On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

401(k) with PNC match

Health insurance

Pension and stock purchase plans

Job summary

PNC Wealth Management is seeking a Trader Associate to support trading and capital markets execution across multiple client relationships. The role involves gathering documentation, ensuring regulatory compliance, and serving as a point of contact for trade inquiries, with responsibility for client, account, and transaction updates.

The position requires an Associates degree, 4+ years of related experience, and FINRA Series 7 and 63 licenses. Based in several U.S.

Qualifications

• Associates degree required or equivalent through experience.
• FINRA Series 7 and 63 licenses required (or 66).
• 4+ years of related business or financial services experience.
• Strong client-facing and relationship-building capabilities.

Responsibilities

• Support trading process and execution of capital markets transactions.
• Provide sales, service and execution support for client relationships.
• Gather documents and verify accuracy; ensure regulatory compliance.
• Serve as contact for clients and escalation point for trade inquiries.
• Update client, account and transaction details in systems; provide reports.
• Offer general administrative support as needed.
• Develop industry, product, market and regulatory knowledge; use tools effectively.

Skills

Client Facing

Client Relationship Building

Competitive Strategies

Financial Modeling

Go-to-Market Strategies

Meeting Management

Negotiation

New Business Development

Education

Associates

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Trader Associate within PNC's Wealth Management organization, you may be based in any of the following locations:

Indianapolis
Cleveland
Pittsburgh
Charlotte
Birmingham
Jacksonville
Houston
Atlanta
Orlando
Nashville

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Partners with senior team members to support the trading process and execution of capital markets transactions.
• Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.
• Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for trade related inquiries or issues.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• Serves as a peer resource and may perform general administrative support.
• Monitors and develops industry, product, market, and regulatory knowledge. Gains proficiency with tools, systems and other resources.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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.

Preferred Skills

• Client Facing
• Client Relationship Building
• Competitive Strategies
• Financial Modeling
• Go-to-Market Strategies
• Meeting Management
• Negotiation
• New Business Development

Competencies

• Accuracy and Attention to Detail
• Decision Making and Critical Thinking
• Effective Communications
• Financial Engineering
• Flexibility and Adaptability
• Managing Multiple Priorities
• Products and Services
• Sales Support and Administration
• Trading

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typicaly requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 63 (or 66) required

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $41,250.00 – $68,750.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 09/29/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say \"Workday\" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.