Investment Advisor II
About The Position
Manages accounts in accordance with investment objectives that have been developed with the client. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Is beginning to demonstrate knowledge of investment and asset management strategies. 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. Executes risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.
Requirements
- University / college degree, with 3+ years of relevant / direct industry experience.
- Bachelors degree
- No Required Certification(s)
- No Required License(s)
- 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
- Portfolio Management
- Products and Services
- Value Selling
- Certifications are often desired.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Responsibilities
- Manages accounts in accordance with investment objectives that have been developed with the client.
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
- Responsible for maintaining and growing assets under management.
- Active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
- Executes 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
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
