Investment Advisor III

PNC•Atlanta, GA

1d•Onsite

About The Position

As an Investment Advisor III within PNC's Private Bank organization, based in Atlanta, GA, you will be part of an in-office company that fosters a supportive culture. This role involves managing client accounts according to developed investment objectives, delivering the PNC investment experience, providing actionable advice, market insight, and reporting on investment results. You will need to demonstrate knowledge of complex investment and asset management strategies, and be responsible for maintaining and growing assets under management. Additionally, the position supports sales efforts by introducing and expanding financial services to clients and requires executing risk management practices in adherence to PNC's policies and procedures. Employees are expected to be customer-focused, leveraging knowledge of customer needs and satisfaction, and adept at managing risks in line with PNC's Enterprise Risk Management Framework.

Requirements

University / college degree (Bachelor's)
5+ years of industry-relevant experience
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling
Appropriate knowledge, skills, and abilities for a role
Adherence to PNC's policies and procedures for risk management
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

Responsibilities

Manages accounts in accordance with investment objectives that have been developed with the client
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
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 the adherence to PNC's policies and procedures
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
Be 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

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