Wealth Advisor II: Portfolio Strategy & Growth

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life and disability insurance

401(k) with match

Educational assistance

Wellness program

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks an Investment Advisor II to join PNC Wealth Management. You will manage client accounts, deliver the investment experience, provide actionable advice, and grow assets under management while following risk policies.

Candidates should have a bachelor’s degree, 3+ years of experience, and FINRA Series 7 & 66 licenses plus Life & Health licensing. This is an in-office role focused on client relationships and wealth solutions.

Qualifications

• University degree required with 3+ years of direct industry experience.
• Certifications are often desired; in lieu of a degree, equivalent education and experience may be considered.
• FINRA Series 7 and 66 (63,65) licenses required; Life & Health license required.

Responsibilities

• Help maintain and grow assets under management while delivering the PNC investment experience to clients.
• Provide actionable investment advice, market insights, and reporting on investment results.
• Adhere to PNC risk management policies and participate in sales efforts to expand financial services.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Relationship

Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks an Investment Advisor II to join PNC Wealth Management. You will manage client accounts, deliver the investment experience, provide actionable advice, and grow assets under management while following risk policies.

Candidates should have a bachelor’s degree, 3+ years of experience, and FINRA Series 7 & 66 licenses plus Life & Health licensing. This is an in-office role focused on client relationships and wealth solutions.