Sunday, September 16, 2012

Investment Advisor II

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For over 150 years, PNC has grown into one of America's most respected banks, because we're committed to helping customers and employees reach their goals. You can depend on PNC to provide the training you need, along with an inclusive culture that recognizes your talent, values diversity and cares about social responsibility. Working with us means having an opportunity you can feel good about, with a Fortune 200 company that's been selected as a 'Great Place To Work' by Gallup.

As an Investment Advisor and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.

In a typical day, you will consult with clients to develop an investment policy statement defining the investment strategy for the relationship. With your technical investment expertise, you will construct and execute a broad based investment portfolio which includes multiple asset classes based on the investment policy statement and PNC's investment strategy, monitor and implement recommended portfolio changes, and conduct periodic investment meetings with clients. You will also communicate investment performance relative to benchmarks and reconcile the results with the stated objectives. Using your communication skills and salesmanship, you will proactively introduce investment solutions and new ideas, acquire additional assets from existing clients, obtain referrals from satisfied clients and support the sales team in securing new relationship.

The successful candidate will have the following qualifications:

  • Bachelor's degree required. 


  • CFA, CFP or other professional certification preferred. 
  • Generally 5 + years related experience in financial services industry. 
  • Demonstrated technical investment expertise. 
  • Leadership and relationship management skills. 
  • Presentation skills. 
  • Profiling skills. 
  • Must have solid understanding of financial markets. 
  • Must be able to effectively communicate at all levels, internally and externally. 
  • Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction.

  • You'll enjoy award-winning training programs and extensive full- and part-time benefits, such as a 401(k) and pension plan, medical and dental coverage, and discounts on loans and financial services. We also understand the importance of a work/life balance and help employees support their families with wellness programs, back-up child care and more.
    PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO

    Apply for Job Here

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