Investment Advisor I - PNC Private Bank

PNC Bank • Erie, PA

2d

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Erie, PA. This position may also be located in one of PNC Bank's Northwest PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I (Investment Associate), you will provide support for the senior Advisors within the team. This includes monitoring accounts for overdrafts, assisting with compliance related issues, as well as creating accounts for clients and placing trades. The ideal candidate will have some investment experience (ex. insurance associate or brokerage associate), as well as familiarity with trust and brokerage accounts, as well as with stocks and bonds. There will be a need to eventually obtain a credential (CFP, CFA, or CIMA) in this role. Recent college graduates with a Finance degree or exposure to finance courses could also be considered. This position offers growth opportunities within the Investment Advisor job family and will progress towards direct client interactions PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a 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

Nice To Haves

• Accountability
• Budget Management
• Competitive Advantages
• Decision Making
• Finance Strategy
• Financial Modeling
• Investment Management
• Relationship Management

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.
• 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.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level