PNC Financial Services

Investment Advisor

PNC Financial Services

Cincinnati, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services! We are currently seeking a highly motivated and experienced Investment Advisor to join our team. As an Investment Advisor, you will play a crucial role in helping our clients achieve their financial goals and secure their financial future. We are looking for an individual with a deep understanding of investment strategies and a passion for providing personalized financial advice. If you have a strong track record of success in the financial industry and possess excellent communication and analytical skills, we would love to hear from you. Join us and be a part of a dynamic and growing organization that is committed to helping our clients thrive.

  1. Conduct in-depth consultations with clients to understand their financial goals and risk tolerance.
  2. Develop and implement personalized investment strategies for clients, taking into consideration their unique needs and objectives.
  3. Monitor and analyze financial market trends and make recommendations to clients regarding investment opportunities.
  4. Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial goals.
  5. Stay up-to-date on industry regulations and compliance standards, ensuring all investment advice is in line with legal and ethical guidelines.
  6. Collaborate with other team members, such as financial planners and wealth management advisors, to provide holistic financial solutions to clients.
  7. Conduct thorough research and due diligence on potential investment options, including stocks, bonds, mutual funds, and real estate.
  8. Prepare and present detailed reports and presentations to clients, highlighting investment performance and progress towards financial goals.
  9. Continuously evaluate and adjust investment strategies based on changing market conditions and client needs.
  10. Participate in networking and business development activities to attract new clients and grow the investment portfolio.
  11. Maintain accurate records of client interactions, investment transactions, and other relevant information.
  12. Act as a brand ambassador for PNC Financial Services, representing the organization in a professional and positive manner at all times.
Where is this job?
This job is located at Cincinnati, OH, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Minimum Of 2-3 Years Of Experience In Investment Advisory Or Financial Planning.

  • Strong Knowledge Of Investment Products And Services, Including Stocks, Bonds, Mutual Funds, And Retirement Accounts.

  • Proven Track Record Of Building And Maintaining Client Relationships And Providing Excellent Customer Service.

  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Timeframe.

Required Skills
  • Financial Planning

  • Communication

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Research

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Advisor in Cincinnati, OH, USA is $69,000 to $105,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company an Investment Advisor is working for. Additionally, factors such as bonuses, commissions, and benefits may also impact an Investment Advisor's overall salary.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 1st, 2023
Apply BeforeJanuary 14th, 2026
This job posting is from a verified source. 
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About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

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