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Investment Advisor II

Company: PNC Financial Services Group
Location: Bethlehem
Posted on: September 5, 2019

Job Description:

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. As an Investment Advisor II within PNC's Wealth Management organization, you will be based in Behtlehem, PA.

Job Profile


  • Provides portfolio and relationship management services to clients with various levels of account type complexity and portfolio sizes. Manages accounts in accordance with investment objectives, incorporating PNCs investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients. Additionally, responsible for maintaining and growing assets under management
  • Responsibility for providing portfolio and relationship management services to clients with various levels of account type complexity and portfolio sizes. Will manage these accounts in accordance with investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy and platform. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • 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.


      CompetenciesClient Relationship Management Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

      Decision Making and Critical Thinking Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

      Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

      Investment Consulting Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.

      Portfolio Management Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's securities investments.

      Products and Services Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

      Value Selling Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.

      Work Experience

      Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

      Education

      Bachelors (Required)

      Disability Accommodations Statement

      The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

      The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

      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.

Keywords: PNC Financial Services Group, Bethlehem , Investment Advisor II, Other , Bethlehem, Pennsylvania

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