PNC Financial Services

Investment Advisor

PNC Financial Services

Cleveland, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services, where we strive to provide our clients with the best financial advice and services. We are currently seeking a driven and experienced Investment Advisor to join our team and help our clients achieve their financial goals. As an Investment Advisor at PNC, you will have the opportunity to work closely with our clients, using your expertise and knowledge to provide them with personalized investment strategies. If you are a proactive and results-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.

  1. Provide personalized investment advice to clients based on their financial goals, risk tolerance, and investment objectives.
  2. Build and maintain strong relationships with clients to understand their needs and concerns.
  3. Conduct thorough financial analysis and research to develop and recommend suitable investment strategies.
  4. Stay current on market trends, economic conditions, and industry developments to make informed investment recommendations.
  5. Monitor and review clients' investment portfolios regularly and make necessary adjustments to ensure alignment with their objectives.
  6. Proactively communicate with clients to keep them informed about their investments and provide updates on market conditions.
  7. Collaborate with other team members, such as wealth advisors and financial planners, to provide comprehensive financial solutions to clients.
  8. Acquire new clients through networking, referrals, and other business development strategies.
  9. Ensure compliance with all regulatory requirements and company policies.
  10. Continuously strive to meet and exceed performance targets and contribute to the overall growth of the company.
Where is this job?
This job is located at Cleveland, OH, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or Related Field

  • Minimum Of 3 Years Experience In Investment Advising Or Financial Planning

  • Certified Financial Planner (Cfp) Designation

  • Strong Understanding Of Financial Markets, Investment Products, And Portfolio Management Strategies

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Client Relationships

Required Skills
  • Financial Analysis

  • Market Research

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment planning

  • Tax Strategies

  • Portfolio Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Advisor in Cleveland, OH, USA is between $44,000 and $110,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or firm that the advisor works for. Additionally, the salary range may also differ for investment advisors working in different industries, such as banking, insurance, or independent firms. It is important for individuals to research and negotiate their salary based on their specific qualifications and the company they are applying to.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 1st, 2023
Apply BeforeJuly 8th, 2026
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About PNC Financial Services

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.

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