Investment Advisor I

PNC Bank•Cleveland, OH

12d•Onsite

About The Position

Supports the management of accounts in accordance with investment objectives that have been developed with the client. Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client. Supports the execution of risk management practices through the adherence to PNC's policies and procedures.

Requirements

University/college degree with 2+ years of relevant professional experience, or a comparable combination of education, job-specific certification(s), and experience (including military service).
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.

Nice To Haves

Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Investment Reporting
Portfolio Management
Products and Services
Value Selling

Responsibilities

Manage accounts in accordance with investment objectives.
Deliver the PNC investment experience to clients.
Provide actionable advice, market insight, and reporting on investment results.
Maintain and grow assets under management.
Participate in sales efforts by introducing and expanding financial services to clients.
Support the execution of risk management practices by adhering to PNC's policies and procedures.

Benefits

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 plan
Stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
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