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Investment Advisor II

2 months ago

Cleveland, Ohio, United States PNC Financial Services Group Full time
Job Description

PNC Financial Services Group is seeking a highly skilled and experienced Investment Advisor II to join our team. As a key member of our Private Bank Premier organization, you will be responsible for delivering exceptional investment experiences to our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with high net worth clients, providing personalized investment advice and guidance to help them achieve their financial goals.
  • Investment Strategy: Collaborate with clients to create customized investment portfolios that align with their risk tolerance, financial objectives, and time horizon.
  • Portfolio Management: Monitor and adjust client portfolios as needed to ensure optimal performance and alignment with their investment objectives.
  • Financial Planning: Provide comprehensive financial planning services to clients, including retirement planning, estate planning, and tax planning.
  • Business Development: Identify and pursue new business opportunities, building relationships with potential clients and promoting PNC's wealth management services.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, economics, or business.
  • Experience: 3+ years of experience in investment advisory, financial planning, or a related field.
  • Certifications: Series 7 and Series 66 licenses, or equivalent.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
What We Offer
  • Competitive Compensation: Competitive salary and bonus structure.
  • Benefits: Comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.

PNC Financial Services Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace culture.