Investment Advisor II – Premier Wealth

Recruiter
PNC
Location
Cleveland, Ohio (US)
Salary
TBD
Posted
23 Mar 2023
Closes
22 Apr 2023
Job Function
Banking
Employment Type
Full Time
Education
Bachelors

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 II within PNC's Premier Wealth organization, you will be based in Cleveland, OH.

This position is primarily based in a location within PNC’s footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered.

Job Profile

  • Supports accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies. 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.

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. At least 3 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

Bachelors

 

To learn more or submit your interest, visit www.pnc.jobs and search by keyword ‘R127277’.

https://careers.pnc.com/global/en/job/R127277/Investment-Advisor-II-Premier-Wealth

 

PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

  • You need to sign in to save