Investment Advisor III
About the role
As an Investment Advisor III within PNC's Private Bank, 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.
- 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 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)
Pay
Base Salary: $112,000.00 – $208,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
Schedule
This role is incentive eligible with the payment based upon company, business and/or individual performance.
Benefits
PNC offers a comprehensive range of benefits to meet your needs now and in the future. 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.
Disability Accommodations
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.
Equal Employment 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. 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).
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.