Investment Advisor I

PNC

. Support management of accounts in accordance with client-developed investment objectives .

Posted 11/2/2026full-timeLansing • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment management and consulting, with strong skills in portfolio management, financial modeling, and risk management practices. Proven ability to build client relationships and deliver customized financial solutions while adhering to regulatory requirements.

Highest-signal resume keywords

Investment Management KnowledgePortfolio Management SkillsFinancial Modeling ExpertiseClient Relationship ManagementRisk Management Practices

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ConsultingFinancial StrategyPortfolio ManagementInvestment ReportingRisk Assessment

Soft Skills

Effective CommunicationDecision-MakingCritical Thinking

Industry Keywords

Enterprise Risk Management FrameworkPNC Policies and ProceduresSection 19 of the Federal Deposit Insurance ActSAFE ActFINRA Requirements

About the role

Key responsibilities & impact

Support management of accounts in accordance with client-developed investment objectives
Support delivery of PNC’s investment experience to clients
Provide actionable advice, market insight, and reporting on investment results
Help maintain and grow assets under management
Participate in sales efforts through introducing and expanding financial services to clients
Support execution of risk management practices by adhering to PNC policies and procedures
Create customized customer solutions based on customer needs and satisfaction
Assess and manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework

Requirements

What you’ll need

University/college degree typically required
2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Knowledge of investment management and investment consulting
Financial modeling and finance strategy knowledge
Portfolio management and investment reporting skills
Client relationship management and relationship management skills
Decision-making and critical-thinking skills
Effective communication skills
Ability to support risk management practices and adhere to PNC policies and procedures
No employment visa sponsorship or STEM OPT participation
Must satisfy Section 19 of the Federal Deposit Insurance Act and, for registered roles, applicable SAFE Act and/or FINRA requirements

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Additional paid time off based on years of service