Investment Advisor III - PNC Private Bank

Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As an Investment Advisor (I, II, III, SR) within the PNC Private Bank Connect organization, you will be a trusted advisor within a virtually delivered, high-volume, fast-paced, ever-changing environment. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your ability to develop and cultivate relationships will support the growth of the business through client retention, client deepening and client acquisition. Your dedication to growing relationships through the provision of goals-based advice and guidance around your client’s current financial picture, will support you and your team's success. In addition, opportunities for growing communication and inter-personal skills, investment product and solution knowledge, best in class customer service delivery and virtual technology utilization, will differentiate you from other investment advisors within the industry. This position is based in a local PNC location. Our virtually delivered advisory services allow our team to be located throughout the PNC Private Bank footprint. *Your application will be reviewed for multiple levels of this role, and the appropriate level will be determined by your experience and qualifications. *Previous PNC Private Bank experience strongly preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.   PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Manages accounts in accordance with investment objectives that have been developed with the client. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Demonstrates knowledge of complex investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with 5+ years of