Investment Advisor II

About the Role

As an Investment Advisor II within PNC's Irrevocable Specialty Trust Group organization, you will be based in Cleveland, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

Responsibilities

• 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
• Beginning to demonstrate knowledge of investment and asset management strategies
• Responsible for maintaining and growing assets under management
• Active participant in 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

• University/college degree with 3+ years of relevant/direct industry experience (in lieu of a degree, a comparable combination of education, job specific certification(s), and experience including military service may be considered)
• No required certifications or licenses specified

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

Pay

Base Salary: $86,250.00 – $143,750.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Benefits

PNC offers a comprehensive range of benefits. 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
• 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

This response is AI-generated, for reference only.