Investment Advisor II
- Employer
- PNC Private Bank
- Location
- Milwaukee, Wisconsin
- Salary
- Comprehensive range of benefits
- Closing date
- Oct 22, 2022
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- Job Function
- Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Private Equity/Venture Capital, Risk Management, Structured Products, Trading, Wealth Management
- Industry Sector
- Asset Management, Commercial Bank, Credit Union, Private Bank, Savings & Loan,
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
The Investment Advisor II position supports 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. 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. To learn more, contact Lori Craig at lori.craig@pnc.com 414 270 7989.
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