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Investment Advisor III PNC Private Bank
Investment Advisor III PNC Private BankPNC Bank • Lexington, Kentucky, USA
Investment Advisor III PNC Private Bank

Investment Advisor III PNC Private Bank

PNC Bank • Lexington, Kentucky, USA
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Position 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 companys success. As an Investment Advisor III within the PNC Private Bank organization you will be based in Lexington KY.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • 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 PNCs 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 PNCs Enterprise Risk Management Framework.
  • Qualifications

    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.

    Preferred Skills

    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 industry-relevant experience. Specific certifications are often lieu of a degree a comparable combination of education job specific certification(s) and experience (including military service) may be considered.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility options for full-time employees include : medical / prescription drug coverage (with a Health Savings Account feature) dental and vision options; employee and spouse / child life insurance; short and long-term disability protection; 401(k) with PNC match pension and stock purchase plans; dependent care reimbursement account; back-up child / elder care; adoption surrogacy and doula reimbursement; educational assistance including select programs fully paid; a robust wellness program with financial incentives.

    In addition PNC generally provides the following paid time off depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year unless otherwise required by law; between 15 to 25 vacation days each year depending on career level; and years of service.

    To learn more about these and other programs including benefits for full time and part-time employees visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    Required Experience :

    Unclear Seniority

    Key Skills

    Close Protection,Commercial,FIDIC,Indoor Sales,E-Commerce

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Investment Advisor • Lexington, Kentucky, USA

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