Investment Advisor I

PNCCincinnati, OH
$75,000 - $125,000Onsite

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. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Bachelors
  • No Required Certification(s)
  • No Required License(s)
  • 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.

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

  • 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.
  • 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.

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 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
  • 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
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