Investment Advisor I

PNC Bank•Indianapolis, IN

6d•Onsite

About The Position

The Investment Advisor I supports the management of client accounts in accordance with investment objectives developed with each client. The role supports delivery of PNC’s investment experience by providing actionable advice, market insight, and reporting on investment results. It may include maintaining and growing assets under management and participating in sales efforts by introducing and expanding financial services for clients. The position also supports risk management by following PNC policies and procedures. The role is part of PNC’s Private Bank organization and is based in Lansing or Grand Rapids, Michigan, or Indianapolis, Indiana. PNC describes this as an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically, a university or college degree and at least 2 years of relevant professional experience are required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Bachelor’s degree listed; the posting allows a comparable combination of education, certification, and experience in lieu of a degree.
No required certification is listed.
No required license is listed.

Nice To Haves

Preferred skills include accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management.
Relevant competencies include client relationship management, decision making and critical thinking, effective communications, investment consulting, investment reporting, portfolio management, products and services, and value selling.

Responsibilities

Support the management of accounts in accordance with investment objectives developed with clients.
Support delivery of the PNC investment experience through actionable advice, market insight, and investment results reporting.
May maintain and grow assets under management.
Participate in sales efforts by introducing and expanding financial services for clients.
Support risk management practices by adhering to PNC policies and procedures.
Focus on customer needs and satisfaction when making business decisions and developing customized customer solutions.
Assess and manage risks associated with business objectives and activities in support of PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
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
15 to 25 vacation days each year, depending on career level and years of service