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PNC · 4 hours ago

Investment Advisor I

MD - Baltimore (21202)

Full-time

Onsite

Entry Level

$45K/yr - $138K/yr

2+ years exp

PNC is a leading financial services institution, and they are seeking an Investment Advisor I within their Private Bank organization. The role involves managing client accounts, delivering investment experiences, and participating in sales efforts to grow assets under management.

BankingFinanceFinancial Services

No H1B

Responsibilities

Supports the management of accounts in accordance with investment objectives that have been developed with the client

Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results

May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client

Supports the execution of risk management practices through the adherence to PNC's policies and procedures

Qualification

Investment ManagementPortfolio ManagementFinancial ModelingClient Relationship ManagementDecision MakingEffective CommunicationsBudget ManagementRelationship ManagementInvestment ConsultingInvestment ReportingValue Selling

Required

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions

Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Bachelors