Investment Advisor at PNC Cleveland, OH
Listed on 2026-07-08
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Finance & Banking
Portfolio & Asset Management, Financial Sales, Wealth Management, Financial Advisor / Consultant
Position Overview
As an Investment Advisor I within PNC's Private Bank organization, you will be based in Cleveland, OH. 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 developed with clients.
- Supports 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 and actively participates in sales efforts to introduce and expand financial services to clients.
- Supports execution of risk management practices through adherence to PNC's policies and procedures.
- Customer Focused – knowledge of values and practices that align customer needs and satisfaction.
- Managing Risk – assess and effectively manage all risks associated with business objectives.
Successful candidates must demonstrate appropriate knowledge, skills, and abilities. Required and preferred qualifications include:
- University or college degree with 2+ years of relevant professional experience, or an equivalent combination of education, certification(s), and experience.
- 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.
- Bachelors
- No required certifications or licenses.
Base Salary: $45,000.00 – $. Incentive eligible based on company, business, and/or individual performance.
Benefits- Medical, prescription drug, dental, vision coverage and a Health Savings Account.
- 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, backup child/elder care, adoption, surrogacy, and doula reimbursement.
- Educational assistance programs fully paid.
- Robust wellness program with financial incentives.
- Paid time off: maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days per year.
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 protected categories. This position is subject to Section 19 of the FDIA, the SAFE Act, and FINRA regulations regarding criminal history.
Disability AccommodationsFor reasonable accommodations during the application process, please contact with “accommodation request” in the subject line and include your name, job , and preferred contact method. Alternatively, call and say “Workday.”
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