Principal Financial Analyst
Capital One
Investment Advisor I – Private Bank
PNC
full-time
Posted on:
Location Type: Hybrid
Location: Tyson's Corner • Virginia, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $142,350 per year
Job Level
JuniorMid-Level
About the role
- Supports the management of accounts in accordance with investment objectives that have been developed with the client
- Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
- May be responsible for maintaining and growing assets under management
- Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client
- Supports the execution of risk management practices through the adherence to PNC's policies and procedures
Requirements
- 2+ years of relevant professional experience
- Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
- 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
- University / college degree or a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Benefits
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer needs assessmentclient relationship managementactionable advicemarket insightrisk managementsales effortsfinancial services expansion
Certifications
job specific certification
