Investment Advisor III - PNC Private Bank

PNC • Erie, PA

100d

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 III 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 Northeast PA offices (Warren, Sharon, or Meadville, PA). As an Investment Advisor III, you will manage a full book of business of 80-90 investment client relationships, which can range from 1 client with 1 account to multiple clients with multiple accounts in the same relationship. These will include varying levels of complexity.

Requirements

• Client engagement skills
• Investment skills and experience
• CFP, CFA, or CIMA credentials
• In-depth investment knowledge
• Able and willing to work in a team environment
• 5+ years of industry-relevant experience
• University/college degree or a comparable combination of education, job-specific certification(s), and experience

Nice To Haves

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

Responsibilities

• Manages accounts in accordance with investment objectives developed with the client.
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight, and reporting on investment results.
• Demonstrates knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Supports the sales efforts of the business through the introduction and expansion of financial services to the client.
• Executes risk management practices through 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
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees