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Trader Associate - Wealth Management
Job in
Birmingham, Jefferson County, Alabama, 35298, USA
Listed on 2026-06-09
Listing for:
PNC
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
** 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 a Trader Associate within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza, Cleveland, OH, Houston, TX, Dallas, TX or Birmingham, AL Charlotte, NC.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
** Job Description*
* + Partners with senior team members to support the trading process and execution of capital markets transactions.
+ Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
+ Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.
+ Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for trade related inquiries or issues.
+ Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
+ Serves as a peer resource and may perform general administrative support.
+ Monitors and develops industry, product, market, and regulatory knowledge. Gains proficiency with tools, systems and other resources.
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*
* Client Facing, Client Relationship Building, Competitive Strategies, Financial Modeling, Go-to-Market Strategies, Meeting Management, Negotiation, New Business Development
** Competencies*
* Accuracy and Attention to Detail, Decision Making and Critical Thinking, Effective Communications, Financial Engineering, Flexibility and Adaptability, Managing Multiple Priorities, Products and Services, Sales Support and Administration, Trading
** Work Experience*
* Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
** Education*
* Associates
** Certifications*
* No Required Certification(s)
** Licenses*
* FINRA Series 7 and 63 (or 66) required
** Pay Transparency*
* Base Salary: $34,000.00 - $63,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
** Application Window*
* Generally, this opening is expected to be posted for two business days from 05/01/2026, although it may be longer with business discretion.
** Benefits*
* PNC offers a comprehensive range…
Position Requirements
10+ Years
work experience
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