Talent.com
Investment Advisor I - Institutional Asset Management
Investment Advisor I - Institutional Asset ManagementPNC • Detroit, MI, United States
Investment Advisor I - Institutional Asset Management

Investment Advisor I - Institutional Asset Management

PNC • Detroit, MI, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.

As an Investment Advisor I within PNC's Institutional Asset Management organization, you will be based in Troy, MI.

In this role, you will initially be provide support to the book of business within the Detroit market of the Institutional Asset Management office. This includes conducting analysis, attending client meetings, and attending sales calls.

The ideal candidate will meet the following qualifications :

financial background

investment experience preferred

strong desire to grown and develop with the IAM organization

strong desire to accept additional responsibilities

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Managing Risk - 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

Preferred Skills

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

Competencies

Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility : 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards () .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice () to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

[job_alerts.create_a_job]

Investment Advisor • Detroit, MI, United States

[internal_linking.similar_jobs]
VP, Financial Consultant

VP, Financial Consultant

Charles Schwab • Troy, MI, US
[job_card.full_time]
Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab . At Schwab, you’re empowered to make an...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Investor Relations Manager

Investor Relations Manager

RogueSearch • Troy, MI, US
[job_card.full_time]
Enhance investor relations operations for an organization with 9,500 employees.The Manager, Investor Relations (IR) will support strategic communication with investors, analysts, and other financia...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Financial Advisor

Financial Advisor

Fidelity Investments • Troy, MI, United States
[job_card.full_time]
Are you ready to transition from finding new clients to focusing on deepening relationships and crafting intricate financial plans? Join a leading firm in the financial services sector that offers ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
AVP, Risk Management

AVP, Risk Management

Chevron Federal Credit Union • Detroit, MI, United States
[job_card.full_time]
Chevron Federal Credit Union is one of the top‑run credit unions in the country and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy : the Team Spirit Committee ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Investment Executive (Financial Advisor) Armada, MI

Investment Executive (Financial Advisor) Armada, MI

Fifth Third Bank, N.A. • Utica, MI, United States
[job_card.full_time]
Make banking a Fifth Third better® We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produ...[show_more]
[last_updated.last_updated_30] • [promoted]
Asset & Wealth Management Tax Director

Asset & Wealth Management Tax Director

PwC • Detroit, MI, United States
[job_card.full_time]
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...[show_more]
[last_updated.last_updated_30] • [promoted]
Business Banking Rel Mgr III

Business Banking Rel Mgr III

Old National Bancorp • Troy, MI, US
[job_card.full_time]
Franchise Banking Relationship Manager.Old National Bank has been serving clients and communities since 1834.With $50 billion in total assets, we are a regional powerhouse deeply rooted in the comm...[show_more]
[last_updated.last_updated_30] • [promoted]
Investment Director (KF)

Investment Director (KF)

EPIP • Troy, MI, United States
[job_card.full_time]
The Kresge Foundation is one of the top 20 private foundations in the United States and is metro Detroit’s largest foundation. America's cities for people with low incomes.We do this through grant m...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Investor Relations Manager (Troy)

Investor Relations Manager (Troy)

RogueSearch • Troy, MI, US
[job_card.part_time]
Enhance investor relations operations for an organization with 9,500 employees.The Manager, Investor Relations (IR) will support strategic communication with investors, analysts, and other financia...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Venture Associate

Venture Associate

Union Heritage • Detroit, MI, US
[job_card.full_time]
Union Heritage Ventures, an early-stage investor, headquartered in Detroit, Michigan is seeking a motivated Venture Associate to become a core member of our investment team.The Venture Associate wi...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Investment Advisor Senior - PNC Private Bank

Investment Advisor Senior - PNC Private Bank

PNC • Troy, MI, United States
[job_card.full_time] +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
[last_updated.last_updated_30] • [promoted]
Treasury Management Service Specialist II

Treasury Management Service Specialist II

Huntington • Detroit, MI, US
[job_card.full_time]
Treasury Management Service Specialist II.The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Specialty and Government Segment.Prioritizes complex o...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Treasury Management Specialist Sr

Treasury Management Specialist Sr

Huntington • Detroit, MI, US
[job_card.full_time]
As a Treasury Management Specialist Sr.Huntington Bank, you'll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth.You'll ...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Vice President, CFO Advisory

Vice President, CFO Advisory

Stout • Detroit, MI, United States
[job_card.temporary]
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
J.P. Morgan Wealth Management - Private Client Advisor - Detroit, MI and Surrounding areas

J.P. Morgan Wealth Management - Private Client Advisor - Detroit, MI and Surrounding areas

Detroit Staffing • Detroit, MI, US
[job_card.full_time]
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more]
[last_updated.last_updated_variable_hours] • [promoted]
Financial Advisor

Financial Advisor

Northwestern Mutual • Troy, MI, United States
[job_card.full_time]
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
[last_updated.last_updated_30] • [promoted]
Treasurer

Treasurer

TradeJobsWorkForce • 48306 Rochester Hills, MI, US
[job_card.full_time]
Treasurer Job Duties : Analyzes and recommends optimal capital structure alternativ...[show_more]
[last_updated.last_updated_30] • [promoted]
Financial Advisor - PNC Wealth Management

Financial Advisor - PNC Wealth Management

PNC • Washington, MI, United States
[job_card.full_time] +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
[last_updated.last_updated_30] • [promoted]