Talent.com
PNC
Investment Advisor III - PNC Private BankPNC • Lexington , KY
Investment Advisor III - PNC Private Bank

Investment Advisor III - PNC Private Bank

PNC • Lexington , KY
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Description

  • Manages accounts in accordance with investment objectives that have been developed with the client.
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • Demonstrates knowledge of complex investment and asset management strategies.
  • Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.
  • Executes 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, Portfolio Management, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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 .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Create a job alert for this search

Investment Advisor III - PNC Private Bank • Lexington , KY

Similar jobs

Associate Advisor

Raymond James FinancialLexington, KY, United States
Full-time

At Vine Street Private Wealth, we strive to deliver superior service and sound financial advice to our clients.As our team grows, we are seeking an Associate Advisor who aligns with our values: col... Show more

 • Promoted

Cashier

Murphy USAGeorgetown, KY, United States
Part-time

As one of the largest national gasoline and convenience retailers with more than 1,700 stores in 27 states, we know that without our committed team, we are simply another retailer.Ready to be empow... Show more

 • Promoted

Retail Personal Banker II - Lexington, KY

Fifth Third BancorpLexington, KY, United States
Full-time

Retail Personal Banker II - Lexington, KY.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... Show more

 • Promoted

Business Banking Officer

Republic Bank & Trust CoLexington, KY, United States
Full-time

Job Category: Retail Banking/Private Banking.Helmsdale Place Lexington, KY 40509, USA.Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn a... Show more

 • Promoted

SPECIAL ASSETS OFFICER

Whitaker Bank, Inc.Lexington, KY, United States
Full-time

The position of Special Assets Officer provides loan workout and collection activities across all business lending lines.The primary objective is loss mitigation through active credit collection ac... Show more

 • Promoted

Voya Financial Advisors Lexington

Voya Financial AdvisorsLexington, KY, United States
Full-time

Financial Professional to join our team in the greater Lexington area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position wil... Show more

 • Promoted

Commercial Lines Client Advisor

Houchens Insurance Group / Curneal Hignite InsuranceLexington, KY, United States
Full-time

Are you a motivated individual who is driven by a rewarding career? Join our team in a role that will let your dedication propel you toward both personal and professional success.Unlimited growth b... Show more

 • Promoted

Mortgage Field Inspector (1099 Independent Contractor)

GIS Field ServicesLexington, KY, United States
Full-time +1

Mortgage Field Inspector (1099 Independent Contractor).Flexible schedule | Part-time or full-time | Weekly pay.We are seeking reliable and detail-oriented independent mortgage field inspectors to p... Show more

 • Promoted

Customs and Border Protection Officer (CBPO) Experienced - New Hire Sign-On and Retention Incentives

U.S. Customs and Border ProtectionDanville, KY, US
Full-time

Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyJunction City, KY, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Financial Advisor

Northwestern MutualLexington, KY, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Lexington, KY

JPMorgan ChaseLexington, KY, United States
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

 • Promoted

Family Practice - Without OB Physician

CommonSpirit HealthGeorgetown, KY, US
Full-time

Job Summary and Responsibilities.CHI Saint Joseph Medical Group in.KY is seeking a Physician to join our family practice group.CHI Saint Joseph Medical Group - Primary Care providers in Georgetown ... Show more

 • Promoted

Client Relationship Consultant 1-4 (Banker) Lexington, KY

U.S. BancorpLexington, KY, United States
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLexington, KY, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Merrill Advisor Development Program- Financial Advisor: Louisville & Associates Market

Bank of AmericaLexington, KY, United States
Temporary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more

 • Promoted

Client Relationship Consultant 3 (Banker) Lexington KY Eastland

US BankLexington, KY, United States
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Lexington, KY

ChaseLexington, KY, United States
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

 • Promoted

COMMERCIAL LOAN OFFICER II 5+

Traditional BankLexington, KY, United States
Full-time

Responsible for developing new business, underwriting, structuring, and closing of commercial loans, as well as maintaining and servicing an existing portfolio.Represents the bank in local communit... Show more

 • Promoted

Mortgage Loan Originator - Outside Sales

Republic Bank & Trust CoGeorgetown, KY, United States
Full-time

Mortgage Loan Originator - Outside Sales.Job Category: Mortgage Lending Requisition Number: MORTG004723.Connector Rd Georgetown, KY 40324, USA.Republic Bank believes in the development and advancem... Show more