Talent.com
Investment Advisor I - Institutional Asset Management
Investment Advisor I - Institutional Asset ManagementPNC Financial Services Group • Detroit, MI, United States
serp_jobs.error_messages.no_longer_accepting
Investment Advisor I - Institutional Asset Management

Investment Advisor I - Institutional Asset Management

PNC Financial Services Group • Detroit, MI, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Position Overview

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 companys success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city / state location of position].

Job Profile

Position Overview

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 companys success.

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

In this role, you will initially be provide support to the book of business within the Detroit market of the Institutional Asset Management office. This includes conducting analysis, attending client meetings, and attending sales calls.

The ideal candidate will meet the following qualifications :

  • financial background
  • investment experience preferred
  • strong desire to grown and develop with the IAM organization
  • strong desire to accept additional responsibilities PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Supports the management of accounts in accordance with investment objectives that have been developed with the client.
  • Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • May be 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.
  • Supports the execution of 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.
  • Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

    Preferred Skills

    Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

    Competencies

    Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling

    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, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    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.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include accommodation request in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment 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.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    serp_jobs.job_alerts.create_a_job

    Investment Advisor • Detroit, MI, United States

    Job_description.internal_linking.related_jobs
    Investment Advisor I - Institutional Asset Management

    Investment Advisor I - Institutional Asset Management

    PNC • Troy, MI, US
    serp_jobs.job_card.full_time +1
    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 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customs and Border Protection Officer - Entry Level

    Customs and Border Protection Officer - Entry Level

    U.S. Customs and Border Protection • Grosse Ile, MI, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    State Licensed Lead Financial Advisor

    State Licensed Lead Financial Advisor

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Provide personalized financial advice including equ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Director, Portfolio Valuation Services

    Director, Portfolio Valuation Services

    Stout • Detroit, MI, United States
    serp_jobs.job_card.full_time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Detroit

    Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Detroit

    Goldman Sachs • Detroit, MI, US
    serp_jobs.job_card.full_time
    Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, includ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Portfolio Manager

    Wealth Portfolio Manager

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Wealth and Investment Portfolio Manager III.Key Responsibilities Manages medium / large and complex portfolios based on client and corporate investment objectives Monito...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Investment Associate

    Investment Associate

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate, Real Estate (Healthcare) - Valuation Advisory

    Associate, Real Estate (Healthcare) - Valuation Advisory

    Stout • Detroit, MI, United States
    serp_jobs.job_card.full_time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Advisor II

    Wealth Management Advisor II

    Fifth Third Bancorp • Birmingham, MI, US
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the trusted advisor ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth and Investment Portfolio Manager III

    Wealth and Investment Portfolio Manager III

    Huntington • Birmingham, MI, US
    serp_jobs.job_card.full_time
    Wealth And Investment Portfolio Manager III.Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. Manages medium / large and complex portfolios based o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNC • Troy, MI, US
    serp_jobs.job_card.full_time +1
    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 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customs and Border Protection Officer - Experienced

    Customs and Border Protection Officer - Experienced

    U.S. Customs and Border Protection • Grosse Ile, MI, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investment Banking Associate

    Investment Banking Associate

    Plante Moran • Southfield, MI, United States
    serp_jobs.job_card.full_time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investment Associate

    Investment Associate

    Staffing • Bloomfield Hills, MI, US
    serp_jobs.job_card.full_time
    Investment Associate Opportunity.Our client is a Midwestern based private equity firm that seeks to acquire majority interests in lower middle market Family / Founder owned businesses in B2B services...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Detroit, MI and Surrounding areas

    J.P. Morgan Wealth Management Private Client Advisor - Detroit, MI and Surrounding areas

    JPMorgan Chase • Detroit, MI, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr Projects Manager (Industrial Mfg)

    Sr Projects Manager (Industrial Mfg)

    NPA WorldWide • Leamington, Ontario, Canada
    serp_jobs.job_card.full_time +1
    Global medical leader; multi-billion dollar business, profitable division that designs, develops and manufactures medical products (devices & consumables) in a world class facility.Division is 30+ ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Investment Executive (Financial Advisor) Armada, MI

    Investment Executive (Financial Advisor) Armada, MI

    Fifth Third Bank • Utica, MI, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    New York Licensed Financial Advisor

    New York Licensed Financial Advisor

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    State Licensed Financial Advisor

    State Licensed Financial Advisor

    VirtualVocations • Warren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted