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Investment Advisor II

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: PNC Financial Services Group, Inc.
Full Time position
Listed on 2026-09-14
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 86250 - 143750 USD Yearly USD 86250.00 143750.00 YEAR
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 an Investment Advisor II within PNC's Private Bank organization, you will be based in Cleveland, OH.

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

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. Is beginning to demonstrate knowledge of investment and asset management strategies. 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.

Executes risk management practices through the adherence to PNC's policies and procedures.

Client Expectations

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 3+ years of relevant / direct industry experience.
Education
  • Bachelors
Certifications
  • No Required Certification(s)
Licenses
  • No Required License(s)
Language Assessments
  • No Required or Preferred Language Assessments
Pay Transparency
  • Base Salary: $86,250.00 – $ Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
  • This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window

Generally, this opening is expected to be posted for two business days from 09/11/2026, although it may be longer with business discretion.

Benefits
  • 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,…
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