PNC Financial Services

Investment Advisor

PNC Financial Services

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Provide personalized financial guidance and recommendations to clients based on their individual needs and goals.
  2. Build and maintain strong relationships with clients to foster trust and loyalty.
  3. Continuously expand knowledge of investment products, services, and strategies to effectively advise clients.
  4. Utilize strong understanding of the financial industry to stay up-to-date on market trends and developments.
  5. Conduct thorough research and analysis to identify suitable investment options for clients.
  6. Communicate complex financial information in a clear and concise manner to clients.
  7. Act as a point of contact for clients, addressing any questions or concerns they may have.
  8. Collaborate with other members of the team to develop and implement investment strategies.
  9. Maintain accurate and organized client records and documentation.
  10. Uphold ethical and legal standards in all interactions with clients.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Planning

  • Market Research

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • wealth management

  • Asset allocation

  • Retirement planning

  • Investment Analysis

  • Tax Planning

  • Financial

  • Asset Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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 BeforeMay 22nd, 2025
This job posting is from a verified source. 
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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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