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Investment Advisor II | PNC | Toledo, OH
PNC is a Fortune 500 financial services company. We're strong and now
the sixth largest bank by deposits in the U.S. But that doesn't mean we
speak in banking lingo or hide behind spreadsheets. In fact, it's our
down-to-earth approach with customers that's put us on the map-- in 15
states and the District of Columbia, plus offices nationwide.
We see how work/life balance, green initiatives, a family-friendly
outlook, and social responsibility make for happier employees. And happy
employees make for very happy customers.
As an Investment Advisor and member of PNC's Wealth Management
organization, you will be part of one of the nation's largest wealth
management firms. You will be joining a team of seasoned investment
professionals managing our investment advisory services, utilizing
sophisticated market strategies and top quality research. You will also
be working with highly experienced private bankers and talented,
credentialed trust and wealth planning professionals.
In a typical day, you will consult with clients to develop an investment
policy statement defining the investment strategy for the relationship.
With your technical investment expertise, you will construct and execute
a broad based investment portfolio which includes multiple asset classes
based on the investment policy statement and PNC's investment strategy,
monitor and implement recommended portfolio changes, and conduct
periodic investment meetings with clients. You will also communicate
investment performance relative to benchmarks and reconcile the results
with the stated objectives. Using your communication skills and
salesmanship, you will proactively introduce investment solutions and
new ideas, acquire additional assets from existing clients, obtain
referrals from satisfied clients and support the sales team in securing
new relationship.
The successful candidate will have the following qualifications:
- Bachelor's degree required.
- CFA, CFP or other professional certification preferred.
- Generally 7+ years of experience in discretionary portfolio
managment, preferably working with high net worth clients.
- Demonstrated technical investment expertise.
- Leadership and relationship management skills.
- Presentation skills.
- Profiling skills.
- Must have solid understanding of financial markets.
- Must be able to effectively communicate at all levels, internally and
externally.
- Must be able to listen and interpret, to gather objective information,
to negotiate, respond or inspire at all levels of interaction.
As part of our commitment to balance, we offer a comprehensive benefits
package, with both full- and part-time benefits designed to provide
high-quality coverage at affordable costs. We understand the importance
of health and wellness, fair salaries, time away, and opportunities to
learn and grow.
PNC is an Equal Employment Opportunity/Affirmative Action Employer --
M/F/D/V/SO
To apply for this position, please copy and paste the following link
into your browser address bar:
http://pnc.contacthr.com/22319533
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