Investment Advisor I - Birmingham

Only for registered members Birmingham, United States

2 weeks ago

Default job background
Full time

Job Summary

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance as Investment Advisors. They support the management of accounts and deliver the PNC investment experience to clients.

Responsibilities

  • Supports the management of accounts in accordance with investment objectives.
  • Sets up client meetings for financial planning services discussions with appropriate team members. Provides actionable advice, market insight, and reporting on investment results.

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