Investment Advisor

Are you passionate about helping individuals and businesses achieve their financial goals? Do you have a strong understanding of investment strategies and market trends? If so, PNC Financial Services is seeking an experienced Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to make a meaningful impact on our clients' financial success through personalized financial planning and investment recommendations. We are looking for a driven and knowledgeable individual with a proven track record of building and maintaining client relationships. If you are ready to take the next step in your career and join a reputable financial institution, we encourage you to apply.

1. Conduct thorough financial assessments for clients to determine their investment goals and risk tolerance.
2. Develop personalized investment plans based on clients' financial objectives and market trends.
3. Provide in-depth knowledge and expertise on various investment strategies and products.
4. Monitor and analyze clients' investment portfolios to ensure alignment with their goals and make adjustments as needed.
5. Build and maintain strong relationships with clients by providing exceptional customer service and support.
6. Act as a trusted advisor, educating clients on financial planning and investment options.
7. Stay updated on industry trends and regulatory changes to ensure compliance with all laws and regulations.
8. Collaborate with other team members, such as financial advisors and portfolio managers, to provide comprehensive financial solutions to clients.
9. Actively prospect and network to acquire new clients and grow existing relationships.
10. Continuously assess and improve processes and procedures to enhance the overall client experience.
11. Maintain accurate and organized client records and documentation.
12. Participate in training and development opportunities to enhance knowledge and skills.
13. Adhere to company policies and procedures, as well as industry standards and best practices.
14. Represent the company in a professional and ethical manner at all times.

According to JobzMall, the average salary range for a Investment Advisor in Birmingham, AL, USA is between $53,000 and $200,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company and industry the investment advisor is working in.

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.