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PNC

Investment Advisor

PNC

Investment Advisor I managing trust accounts and providing investment advice at PNC. Supporting client relationships and adhering to risk management practices in an in-office role.

Posted 6/16/2026full-timeCleveland • Ohio, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact
  • Supports the management of accounts in accordance with investment objectives
  • Supports the delivery of the PNC investment experience to clients
  • Provides actionable advice, market insight and reporting on investment results
  • May be responsible for maintaining and growing assets under management
  • Active participant in the sales efforts of the business through financial services introduction and expansion
  • Supports the execution of risk management practices through adherence to PNC's policies and procedures

Requirements

What you’ll need
  • 2+ years of relevant professional experience
  • university / college degree, or a comparable combination of education, job specific certification(s), and experience (including military service)
  • Accountability
  • Budget Management
  • Competitive Advantages
  • Decision Making
  • Finance Strategy
  • Financial Modeling
  • Investment Management
  • Relationship Management

Benefits

Comp & perks
  • 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
  • 9 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Financial ModelingInvestment ManagementBudget Management
Soft Skills
AccountabilityDecision MakingRelationship Management
Certifications
Job specific certification