Investment Advisor I

PNC•Indianapolis, IN

8d•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 also involve maintaining and growing assets under management and actively participating in business sales efforts through introducing and expanding financial services for clients. The position supports risk management practices by following PNC policies and procedures. The role is part of PNC’s Private Bank organization and is based in Lansing, Michigan; Grand Rapids, Michigan; or Indianapolis, Indiana. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not provided for this position.

Requirements

Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the position.
Bachelor’s degree listed under Education.
No required certifications.
No required licenses.
No required or preferred language assessments.

Nice To Haves

Preferred skills include accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management.
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 management of accounts in accordance with investment objectives developed with clients.
Support delivery of the PNC investment experience by providing actionable advice, market insight, and reporting on investment results.
May maintain and grow assets under management.
Participate in sales efforts by introducing and expanding financial services for clients.
Support execution of risk management practices by adhering to PNC policies and procedures.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, subject to eligibility.
Dental and vision options, subject to eligibility.
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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
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, subject to eligibility.