Investment Advisor I

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. As an Investment Advisor I within PNC's Institutional Asset Management organization, you will be based in Louisville, KY.               

Job Profile

• Provides portfolio and relationship management services to clients with moderate levels of account type complexity and portfolio sizes. Manages accounts in accordance with investment objectives while incorporating PNC's investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients. Responsible for maintaining and growing assets under management.
• Responsibility for providing portfolio and relationship management services to clients with moderate levels of account type complexity and portfolio sizes. Will manage these accounts in accordance with investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy and platform. 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 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

Bachelors  (Required)

To learn more or submit your interest, visit www.pnc.jobs and search by keyword ‘R012065’.

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.