
Investment Advisor
As a PNC Investment Advisor, you will have the opportunity to provide personalized financial guidance and recommendations to our clients. We are seeking a highly motivated individual who has a strong understanding of the financial industry and a passion for helping others achieve their financial goals. In this role, you will have the chance to use your expertise to build and maintain relationships with clients, while also continuously expanding your knowledge of investment products and strategies. Join our team and make a positive impact on the financial futures of our clients.
- Provide personalized financial guidance and recommendations to clients based on their individual needs and goals.
- Build and maintain strong relationships with clients to foster trust and loyalty.
- Continuously expand knowledge of investment products, services, and strategies to effectively advise clients.
- Utilize strong understanding of the financial industry to stay up-to-date on market trends and developments.
- Conduct thorough research and analysis to identify suitable investment options for clients.
- Communicate complex financial information in a clear and concise manner to clients.
- Act as a point of contact for clients, addressing any questions or concerns they may have.
- Collaborate with other members of the team to develop and implement investment strategies.
- Maintain accurate and organized client records and documentation.
- Uphold ethical and legal standards in all interactions with clients.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With Clients.
Series 7 And 66 Licenses.
At Least 3 Years Of Experience In Investment Advising Or Financial Planning.
Strong Knowledge Of Investment Products And Financial Markets.
Financial Planning
Market Research
Portfolio Management
Risk assessment
Client Relations
wealth management
Asset allocation
Retirement planning
Investment Analysis
Tax Planning
Financial
Asset Diversification
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
flexibility
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Investment Advisor in Charlotte, NC, USA is $47,000 - $85,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or firm the Investment Advisor works for. Some Investment Advisors in Charlotte may also receive bonuses or commission on top of their base salary.
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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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