Investment Advisor
Are you passionate about helping others achieve their financial goals? Do you have a strong understanding of investment strategies and a desire to continuously learn and grow in the financial industry? If so, PNC Financial Services is seeking a dedicated and driven individual to join our team as an Investment Advisor. In this role, you will have the opportunity to work with clients, providing personalized investment advice and developing customized financial plans to help them reach their long-term objectives. If you have a proven track record of success in the financial industry and possess excellent communication and analytical skills, we want to hear from you!
- Provide personalized investment advice to clients based on their financial goals and objectives.
- Develop customized financial plans for clients to help them achieve their long-term objectives.
- Stay updated on current investment trends and strategies, and continuously educate oneself in the field of finance.
- Build and maintain relationships with clients, acting as their primary point of contact for all investment-related inquiries.
- Conduct thorough research and analysis to identify potential investment opportunities for clients.
- Monitor and review clients' investment portfolios, making necessary adjustments to ensure they align with their goals and risk tolerance.
- Keep accurate records of client interactions and transactions, adhering to all compliance and regulatory policies.
- Collaborate with other financial professionals within the company to provide holistic financial solutions for clients.
- Actively prospect for new clients and participate in business development activities to grow the company's client base.
- Maintain a high level of professionalism and ethical standards in all client interactions and business dealings.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Minimum Of 2-3 Years Of Experience In The Financial Industry, Preferably In Investment Advising Or Wealth Management.
Series 7 And Series 66 Licenses, Or Willingness To Obtain Them Within A Certain Timeframe.
Strong Understanding Of Financial Markets, Investment Strategies, And Risk Management.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Financial Planning
Financial forecasting
Risk assessment
Market analysis
Asset management
Client Relations
wealth management
Retirement planning
Tax Planning
Investment Strategies
Asset
Portfolio Diversification
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Investment Advisor in Pittsburgh, PA, USA is $72,000 - $120,000 per year. However, this can vary depending on the specific qualifications, experience, and employer. Some investment advisors may earn significantly more, especially if they work with high net worth clients or have specialized expertise in a particular area of investment. Factors such as commission, bonuses, and benefits can also impact an investment advisor's overall salary.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started