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Investment Services Associate

Investment Services Associate

Job Description


PNC's Investment Center is a specialized platform within PNC Investments that offers our clients alternative ways of conducting investment business and primarily appeals to clients who seek guidance and advice, but are comfortable interacting with an Investment Services Advisor (via phone) or our robust investment services/trading website as their primary channel. Investment Services Advisors are the frontline in offering our clients holistic brokerage/securities/investment solutions through any combination of the phone, web, or email.

As an Investments Services Advisor you will deliver on PNC Investments philosophy of providing advice, guidance, and access regarding a full spectrum of investment products, services and solutions-based financial advice (financial planning). You will initiate contact and respond to clients and will review and analyze their portfolios. You will also develop client objectives by actively listening and providing consultative financial advice consistent to their investment objectives.

In this role it will be critical that you stay informed of market trends and developments, securities and investment product nuances, as well as changes in state and federal securities regulations.


* Minimum of FINRA Series 7 and 63 required (Series 63 + 65 (or) 66 and State Life and Health Insurance License preferred)

* At least 2 years of financial advisory or investments sales experience required (or exceptionally strong investment/securities product knowledge in lieu of product sales experience)

* Bachelor's degree in business, communications or financial related discipline is required.

* However, would consider at least 2 years' experience in prior roles demonstrating banking,brokerage, financial services, and/or financial customer service in lieu of education.

* Ability to demonstrate expert level knowledge of PNC Investments product, services and industry trends

* Ability to effectively perform and contribute to not only your own, but your fellow team member's development and expertise in highly collaborative team environment

* Expert level interpersonal and communication skills with exceptional ability to adapt to various

* personalities and conversation styles.

* Ability to manage aggressive workload and prioritize effectively and efficiently

* Exceptional desire to exceed client expectations

* Proactive personality with demonstrated ability to identify additional opportunities

Job Requirements

Job Snapshot

Employment Type Full-Time
Job Type Retail
Education 4 Year Degree
Experience Not Specified
Manages Others No
Relocation No
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 186115BRCBP
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Investment Services Associate

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