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About the Role

As an Investment Advisor within the PNC Private Bank Connect organization, you will be a trusted advisor in a virtually delivered, high-volume, fast-paced environment. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your ability to develop and cultivate relationships will support business growth through client retention, deepening, and acquisition. Providing goals-based advice and guidance around your client’s current financial picture will support your and your team's success. Opportunities for growing communication, inter-personal skills, investment product knowledge, customer service delivery, and virtual technology utilization will differentiate you.

Responsibilities

Manages accounts in accordance with investment objectives developed with the client.
Delivers 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.
Maintains and grows assets under management.
Supports sales efforts by introducing and expanding financial services to the client.
Executes risk management practices by adhering to PNC's policies and procedures.
Is customer focused, aligning customer needs and satisfaction as primary considerations in all business decisions and leveraging that information in creating customized customer solutions.
Manages risk by assessing and effectively managing all risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

Requirements

Previous PNC Private Bank experience strongly preferred.
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.

Skills

Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling

Location

Local PNC location
Throughout the PNC Private Bank footprint

Work Type

Virtually delivered
In-office

Experience Level

5+ years of industry-relevant experience

Education Level

Bachelors

Salary/Compensations

Base Salary: $112,000.00 – $249,600.00
This role is incentive eligible with the payment based upon company, business and/or individual performance.

Benefits

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
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 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.

About the Company

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.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Equal Opportunity

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.