$54000 - $75000 Year
Monday to Friday
Day shift
8 hour shift
Health insurance
Paid time off
Employee discount
Dental insurance
Vision insurance
401(k)
401(k) matching
Flexible schedule
Job Description
Supports accounts in accordance with investment objectives that have been developed with the client. Depending on the line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
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.
Executes risk management practices through the adherence to PNC's policies and procedures.
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
nvestment Consulting
Portfolio Management
Products and Services
Value Selling
college degree
2+ years of relevant professional experience.
In lieu of a degree
job specific certification(s)
Manufacturing
On going position
In-person