PNC Financial Services

Investment Financial Advisor

PNC Financial Services

Pittsburgh, PA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a skilled financial professional looking for a rewarding career opportunity? PNC Financial Services is seeking a highly motivated Investment Financial Advisor to join our dynamic team. As an advisor, you will have the opportunity to build and maintain relationships with clients while providing expert guidance on investment strategies and financial planning. Join us and be part of a company that is committed to helping individuals achieve their financial goals.

  1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  2. Provide expert investment advice and guidance to clients based on their risk tolerance, financial objectives, and market conditions.
  3. Conduct thorough financial analyses to recommend suitable investment strategies for clients.
  4. Stay up-to-date on industry trends, market conditions, and regulatory changes to ensure compliance and informed decision making.
  5. Collaborate with other team members and departments to deliver comprehensive financial solutions to clients.
  6. Actively prospect and acquire new clients through networking and referrals.
  7. Monitor and review client portfolios to make necessary adjustments and ensure alignment with their financial goals.
  8. Educate clients on investment products, services, and strategies to help them make informed decisions.
  9. Maintain accurate and up-to-date client records and documentation.
  10. Continuously strive to meet and exceed performance targets and contribute to the overall success of the team.
Where is this job?
This job is located at Pittsburgh, PA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Minimum Of 3-5 Years Experience In Financial Advising Or Investment Management

  • Series 7 And Series 66 Licenses

  • Proven Track Record Of Successful Investment Strategies And Client Portfolio Management

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Portfolio Management

  • Client Relations

  • wealth management

  • Market trends

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Work ethic

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Financial Advisor in Pittsburgh, PA, USA is $81,000 - $117,000 per year. This range may vary depending on the specific company and the advisor's experience and qualifications. Factors such as bonuses, commissions, and benefits may also impact the overall salary package.

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
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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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