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Investment Advisor I

PNC

Cleveland, Ohio, 44101

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Salary:

$42000 - $80000 Year

Job type:

Monday to Friday

Job Schedule:

Day shift

Job benefits:

Health insurance
Paid time off
Employee discount
Dental insurance
Vision insurance
401(k)
401(k) matching
Flexible schedule

Description:

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.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees 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 of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Skill:

Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling

Others Requirements:

college degree
2+ years of relevant professional experience.
In lieu of a degree

Category:

Manufacturing

Positions:

On going position

Location:

In-person