Investment Advisor II - PNC Wealth Management
PNC Bank
Investment Advisor II As an Investment Advisor II within PNC Wealth Management, you will be based in Pittsburgh, PA, at the Tower at PNC Plaza, or in New Braunfels, TX, Houston, TX, or Scottsdale, AZ. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Job Description Manages accounts in accordance with investment objectives developed with the client. Delivers the PNC investment experience to clients, providing actionable advice, market insight, and reporting on investment results; is beginning to demonstrate knowledge of investment and asset‑management strategies. Maintains and grows assets under management and actively participates in the business’s sales efforts through introduction and expansion of financial services to the client. Executes risk‑management practices by adhering to PNC’s policies and procedures. PNC employees are expected to be: Customer focused – 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. Managing risk – assessing and effectively managing all risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework. 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 3+ years of relevant or direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Education Bachelor’s Certifications No required certifications. Licenses FINRA Series 7 and 66 (63,65) security licenses required. Life & Health license required. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. 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, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance (including select programs fully paid), and a robust wellness program with financial incentives. Paid time off, depending on eligibility, includes maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year (unless otherwise required by law), and 15 to 25 vacation days each year, depending on career level and years of service. Equal Employment Opportunity (EEO) 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, when applicable, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California residents: Refer to the California Consumer Privacy Act Privacy Notice to gain an understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC
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