Current jobs related to Investment Advisor II - Cleveland, Ohio - PNC Financial Services Group

  • Investment Advisor

    4 weeks ago

    Cleveland, Ohio, United States Signature Estate and Investment Advisors Inc Full time

    About Signature Estate and Investment Advisors, LLCAs a Registered Investment Advisory firm with over $11 billion in assets, we offer a unique platform for established investment advisors to take their practice to the next level. With 16 advisory practices across 5 locations, we provide a strong foundation for growth and success.Our culture is built on...

  • Financial Planning and Investment Advisor

    1 week ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job OverviewSignature Estate & Investment Advisors, LLC is seeking a highly skilled Financial Planning and Investment Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their financial objectives.Key Responsibilities:Develop and...

  • Philanthropic Strategy and Investment Advisor

    2 weeks ago

    Cleveland, Ohio, United States Cleveland Foundation Full time

    Job Title: Philanthropic Strategy and Investment AdvisorJob Summary:The Cleveland Foundation is seeking a highly skilled Philanthropic Strategy and Investment Advisor to join our team. This role will be responsible for building relationships with external parties to develop philanthropic strategies and partnerships that align with the foundation's...

  • Senior Financial Advisor

    2 days ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their long-term financial objectives.Key Responsibilities:Develop...

  • Philanthropic Strategy and Investment Advisor

    7 days ago

    Cleveland, Ohio, United States Cleveland Foundation Full time

    Job SummaryThe Cleveland Foundation is seeking a highly skilled Philanthropic Strategy and Investment Advisor to join our team. This role will play a critical part in building relationships and partnerships with external parties to develop philanthropic strategies and create personal charitable legacies.Key ResponsibilitiesInteract with external constituents...

  • Investment Relations Associate

    1 month ago

    Cleveland, Ohio, United States GLASfunds Full time

    About GLASfundsGLASfunds is a pioneering global alternative investment platform that offers streamlined access to institutional-level private capital and hedge funds. Founded in 2008, we have been at the forefront of providing alternative investment access to financial advisors and their high-net-worth clients. Our mission is to empower advisors with the...

  • Financial Solutions Advisor

    3 weeks ago

    Cleveland, Ohio, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing expert guidance to clients, helping them navigate the complexities of financial planning and...

  • Voya Financial Advisor

    2 weeks ago

    Cleveland, Ohio, United States Voya Financial Advisors Inc Full time

    Financial Advisor Job DescriptionVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a dynamic and motivated Financial Advisor to join our Cleveland team.The team is dedicated to providing financial services and enrollment support to employees of one of our key plan...

  • Senior Client Service Associate

    1 month ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Senior Client Service AssociateAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical role that requires a strong understanding of client needs and a passion for delivering exceptional service.Key Responsibilities:Provide...

  • Senior Client Service Associate

    4 weeks ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Senior Client Service AssociateAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical position that requires a strong understanding of client needs and a passion for delivering exceptional service.Job Summary:The Senior Client...

  • Account Manager

    1 week ago

    Cleveland, Ohio, United States Plante Moran Full time

    **About the Role**Plante Moran Group Benefits Advisors II (PMGBA II) is seeking a highly motivated individual to join our team as an Account Manager. As an Account Manager, you will be responsible for managing group benefit plans for clients, including implementation, employee open enrollment, and communications. You will also assist internal staff with...

  • Morgan Wealth Management Advisor

    2 weeks ago

    Cleveland, Ohio, United States JPMorganChase Full time

    Job DescriptionUnlock Your Financial PotentialAt JPMorgan Chase, we're committed to helping our clients achieve their financial goals through a range of innovative solutions. As a Private Client Advisor, you'll play a key role in delivering exceptional investment advice and guidance to individuals and families, helping them navigate the complexities of the...

  • Research Coordinator II

    2 weeks ago

    Cleveland, Ohio, United States Cleveland Clinic Full time

    Cleveland Clinic Research Coordinator II Job DescriptionCleveland Clinic is seeking a highly skilled Research Coordinator II to join our dedicated team of caregivers. As a Research Coordinator II, you will play a vital role in the implementation and conduct of research projects, ensuring adherence to research protocol requirements.Key...

  • Research Coordinator II

    3 weeks ago

    Cleveland, Ohio, United States Cleveland Clinic Full time

    Cleveland Clinic Research Coordinator II Job DescriptionCleveland Clinic is seeking a highly skilled Research Coordinator II to join our dedicated team of caregivers. As a Research Coordinator II, you will play a vital role in the implementation and conduct of research projects, ensuring adherence to research protocol requirements.Key...

  • Senior Client Service Associate

    2 weeks ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Signature Estate & Investment Advisors, LLC. As a key member of our Advisory Team, you will play a vital role in supporting our advisors with account management and client service needs.Key Responsibilities:Provide exceptional client service and...

  • Compliance Risk Manager

    1 week ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Compliance Analyst to join our team at Signature Estate & Investment Advisors, LLC. As a key member of our Compliance Department, you will play a critical role in ensuring the firm's compliance with regulatory requirements and industry standards.Key ResponsibilitiesPerform risk and compliance...

  • Financial Planning Specialist

    1 month ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummarySignature Estate & Investment Advisors, LLC is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their financial objectives.Key Responsibilities:Develop and implement...

  • Business Banking Relationship Manager II

    1 week ago

    Cleveland, Ohio, United States Citizens Financial Group, Inc. Full time

    Job SummaryWe are seeking a skilled Business Banking Relationship Manager II to join our team at Citizens Financial Group, Inc. This role will involve managing a portfolio of commercial customer relationships, providing tailored advice and solutions to help clients achieve their financial goals.Key ResponsibilitiesManage and deepen a portfolio of new and...

  • Financial Services Professional

    2 weeks ago

    Cleveland, Ohio, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Flagstar Bank in Cleveland, OH, presents a chance to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial...

  • Financial Services Professional

    3 days ago

    Cleveland, Ohio, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This opportunity at Ohio Savings Bank in Cleveland, OH, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of...

Investment Advisor II

2 months ago

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

Job Profile

Position Overview

PNC Financial Services Group is a leading provider of financial services, and we are seeking a highly skilled Investment Advisor II - Portfolio Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.

Key Responsibilities

  • Client Relationship Management
    • Develop and maintain strong relationships with clients to understand their investment objectives and provide tailored solutions.
    • Collaborate with cross-functional teams to deliver exceptional client experiences.
  • Investment Management
    • Manage client portfolios to achieve investment objectives and minimize risk.
    • Stay up-to-date with market trends and provide actionable advice to clients.
  • Financial Planning
    • Develop and implement comprehensive financial plans for clients.
    • Provide guidance on investment strategies and risk management.
  • Business Development
    • Identify new business opportunities and develop strategies to expand client relationships.
    • Collaborate with sales teams to drive revenue growth.

Requirements

  • Education
    • Bachelor's degree in a related field, such as finance, economics, or business.
  • Experience
    • Minimum 3 years of experience in investment management, financial planning, or a related field.
  • Skills
    • Strong knowledge of investment products and services.
    • Excellent communication and interpersonal skills.
    • Ability to work in a fast-paced environment and prioritize multiple tasks.

Benefits

PNC Financial Services Group offers a comprehensive range of benefits to support the well-being of our employees, including medical, dental, and vision coverage, 401(k) matching, and paid time off. We are committed to creating a diverse and inclusive workplace culture that values and respects the contributions of all employees.

Equal Employment Opportunity

PNC Financial Services Group is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace culture that is free from discrimination and harassment and where all employees feel valued, respected, and empowered to succeed.