Investment Advisor III - PNC Private Bank

Investment Advisor III

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 III within PNC's Private Bank, you will be based in Cincinnati, OH. The ideal candidate will meet the following qualifications :

• 5+ years of industry experience, with experience dealing directly with clients
• portfolio management experience
• finance background
• CFP or CFA certification, or a willingness to obtain the certification, is preferred, but not required.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Manages 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.

Demonstrates knowledge of complex investment and asset management strategies.

Responsible for maintaining and growing assets under management. Additionally 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.

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, Portfolio Management, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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)