Overview
At PNC, our people are our strongest differentiator and a key driver of success in the markets we serve. This role is based in Pittsburgh, PA at the Tower at PNC Plaza and focuses on delivering a premier investment experience to clients. You will provide actionable guidance, market insights and performance reporting, while expanding client assets and supporting the firm’s broader wealth management objectives. The position emphasizes growing assets under management and actively contributing to sales efforts by introducing and expanding financial services. Adherence to PNC policies and risk management practices is essential to the role.
Responsibilities
- Manage accounts in line with investment objectives developed with the client.
- Deliver the PNC investment experience to clients with actionable advice, market insight and reporting on investment results; start applying investment and asset management strategies as you grow your knowledge.
- Maintain and grow assets under management; participate in sales activities by introducing and expanding financial services to clients.
- Execute risk management practices by following PNC's policies and procedures.
Education
Bachelor's degree
Experience
Typically requires 3+ years of relevant or direct industry experience. In lieu of a degree, a comparable combination of education, job-specific certification(s) and experience may be considered. Certifications are often desired.
Licenses
- FINRA Series 7 and 66 (63, 65) security licenses required.
- Life and Health License required.
Certifications
No required certifications.
Benefits
- Medical and prescription drug coverage with a Health Savings Account option, plus dental and vision plans.
- Life insurance for employee and spouse/child; short and long-term disability protection.
- 401(k) with PNC match, pension and stock purchase plans.
- Dependent care reimbursement, back-up child and elder care, and adoption, surrogacy, and doula reimbursement.
- Educational assistance including select programs fully paid; comprehensive wellness program with financial incentives.
In addition, the following paid time off benefits are generally available, depending on eligibility: maternity and parental leave; up to 11 paid holidays per year; 9 occasional absence days per year; between 15 and 25 vacation days per year, depending on career level and years of service. For more details on these and other programs, including benefits for full-time and part-time employees, visit pncthrive.com.
Location
Pittsburgh, PA 15222, Tower at PNC Plaza
Visa Sponsorship
PNC will not provide sponsorship for employment visas or participation in STEM OPT for this position.
