Investment Advisor II

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 II within PNC's Private Bank Connect organization, you will be based in Cleveland, OH, Baltimore, MD, Mechanicsburg, PA, Dallas, TX, Phoenix, AZ, or any other Private Bank location. The Investment Advisor II is responsible for managing client investment portfolios and helping clients identify and achieve their financial goals. This includes designing and implementing investment strategies using PNC’s best thinking, while maintaining portfolios that are appropriately positioned to help clients meet their objectives over time. A key responsibility of the role is ongoing portfolio management, including monitoring investment performance, managing portfolio risk, and ensuring compliance-related items are addressed accurately and in a timely manner. The Investment Advisor serves as a trusted advisor to clients through regular communication and proactive engagement, with established monthly client contact expectations. The vast majority of the client interaction in Private Bank Connect is via virtual delivery. Mainly telephone conversations and video meetings via Microsoft Teams. This is a direct client-facing role focused on both retaining existing assets under management and growing client relationships. Investment Advisors are expected to increase assets under management within their book of business through self-sourced opportunities, referrals from teammates, and partnerships with other business lines across PNC Bank. Success in this role requires strong collaboration within a team-based environment. Investment Advisors work closely with Banking Advisors, Relationship Strategists, Investment Associates, and Portfolio Administrators to deliver comprehensive wealth management solutions and an exceptional client experience. 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. Is beginning to demonstrate knowledge of investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally, is an active participant in 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.