Investment Advisor - Wealth Management

Do you want to work for a company that Fortune Magazine calls one of America?s ?Most Admired Companies of 2006?? 

 DESCRIPTION

 

The Investment Advisor is the investment expert for clients serviced under the High Revenue Core and Broad service models. The Investment Advisor may also serve as the Primary Relationship Manager in largely investment-oriented High Revenue Core Relationships.

The strategic focus of this position, under direction of management, is to develop, communicate and execute tailored investment policy statements for clients using PNC Advisor Models and products within the context of the client's total investment picture. IAs will consult with clients to develop a written investment policy statement defining the investment strategy for the Relationship.  This position will participate with other experts and /or Client Advisors in the annual client relationship review, conduct periodic interim investment meetings with Clients and monitors recommended portfolio changes and insures consistency with PNC Investment policy changes.

Additions to accounts are expected by identifying other Bank products and services as cross-selling opportunities, utilizing the Client Advisor, as necessary, obtains referrals from satisfied clients.

Investment Advisors have planned and frequent interaction with clients regarding investment matters, following prescribed Client Experience Protocols which are expected to yield increased client satisfaction, strengthened client commitment, enhanced retention and additional revenue. 

Investment Advisors are responsible for the management of complex fiduciary, agency and individual retirement accounts (Ex. A/Cs invested primarily in combination of individual equities, bonds & funds.).  The IA maintains an awareness of PNC Advisors' Investment policies & procedures, products & services, as well as general investment market knowledge. This position ensures smooth transition as clients move among service models and educates clients regarding markets in general & the PNC investment process & strategy. The IA will provide technical investment expertise and salesmanship to the sales process.

 REQUIREMENTSBS/BA, strongly preferred (Accounting, finance or economics degree preferred), with Trust School or similar qualified financial training program.  Completion (or close to completion) of certification program preferred or related experience.

Position requires generally 4 - 7 years related experience preferably in financial services industry.

Ideal candidate will possess continuing education around technical expertise, PNC process and products, and knowledge with regard to all PNC investment products including alternative investments and non-proprietary funds.  Use of asset allocation models (access to Frontier Analytics) and progression towards Professional Certification (i.e. MBA or CFA or CFP) strongly preferred.

Candidate should demonstrate technical investment expertise, have strong presentation and salesmanship skills, strong leadership and relationship management skills and have a solid Investment knowledge.

Some travel may be required and you will work in a fast paced, high performance, customer oriented environment.

 

Interested individuals please submit your resume selecting the "Apply Now" button.

 

By selecting the "Apply Now" button you will be linked automatically to PNC's website to submit your resume. This is not, in and of itself, an application for employment. Please follow the instructions provided. After your resume is submitted, it will be available for review and consideration by the recruiter for this position. If you are scheduled for an interview, you will be asked to complete an employment application at that time.

 

We are an EOE, Drug/Smoke-Free Employer. M/F/D/V/SO