Investment Advisor III - PNC Private Bank

PNC Bank • Erie, PA

4d • $65,000 - $209,300

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 account in the same relationship. These will include varying levels of complexity. The ideal candidate will meet the following qualifications: - Client engagement skills - Investment skills and experience - CFP, CFA, or CIMA credentials - In-depth investment knowledge needed - Able and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description 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. Demonstrates knowledge of complex investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally supports 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

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Specific certifications are often required.
• 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
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investment Consulting
• Portfolio Management
• Products and Services
• Value Selling
• CFP
• CFA
• CIMA credentials
• Client engagement skills
• Investment skills and experience
• In-depth investment knowledge needed
• Able and willing to work in a team environment

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.
• Demonstrates knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Additionally supports 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

• 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: Mid Level