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Td Associate Investment Advisor Jobs (NOW HIRING)

PNC Bank

Associate Investment Advisor

Louisville, KY

As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture ...

PNC

Associate Investment Advisor

Louisville, KY · On-site

As an Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture ...

PNC Bank

Associate Investment Advisor

Philadelphia, PA · On-site

As an Associate Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can ...

PNC

Associate Investment Advisor

Philadelphia, PA · On-site

As an Associate Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can ...

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Td Associate Investment Advisor information

See salary details

$22K

$97.1K

$213.5K

How much do td associate investment advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for td associate investment advisor in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a TD Associate Investment Advisor?

TD Associate Investment Advisors are financial professionals who work with TD Wealth or TD Bank to provide investment advice and financial planning services to clients. They assist clients with building and managing investment portfolios, understanding financial goals, and making decisions about assets and savings. Associate Investment Advisors typically work closely with senior advisors, gaining experience and building client relationships. They may help with research, preparing client reports, and ensuring all investment strategies align with client objectives and risk tolerance.

What are the key skills and qualifications needed to thrive as a TD Associate Investment Advisor?

To thrive as a TD Associate Investment Advisor, you need a solid understanding of financial markets, investment products, and regulatory requirements, usually supported by a relevant degree and industry certifications such as CSC or CPH. Proficiency with portfolio management software, CRM systems, and financial analysis tools is typically expected. Outstanding interpersonal skills, client relationship management, and attention to detail help advisors earn client trust and deliver personalized advice. These skills and qualifications are crucial for building successful client portfolios, ensuring regulatory compliance, and fostering long-term client relationships.

How do TD Associate Investment Advisors typically collaborate with senior advisors and other departments to support client needs?

As a TD Associate Investment Advisor, you’ll frequently work alongside senior advisors, providing support in client meetings, portfolio reviews, and research. Collaboration extends to partnering with specialists from departments such as financial planning, estate, and tax advisory to deliver holistic solutions tailored to each client. This team-based approach not only enhances client satisfaction but also offers valuable learning opportunities and exposure to various financial disciplines, supporting your professional growth within the organization.

What is the difference between Td Associate Investment Advisor vs Td Investment Advisor?

AspectTd Associate Investment AdvisorTd Investment Advisor
CredentialsSeries 7, 66, or 63 licenses; relevant FINRA certificationsSeries 7, 66, or 63 licenses; often more experience required
Work EnvironmentSupport role in financial services, assisting senior advisorsClient-facing role providing investment advice and portfolio management
Employer & Industry UsageUsed within TD Bank and TD Ameritrade for entry to mid-level rolesUsed across financial advisory firms, including TD, for client advisory services

The main difference is that a Td Associate Investment Advisor typically supports senior advisors and handles administrative tasks, while a Td Investment Advisor directly manages client portfolios and provides personalized investment advice. The associate role is often a stepping stone to becoming a full Investment Advisor.

What are popular job titles related to Td Associate Investment Advisor jobs?

For Td Associate Investment Advisor jobs, the most frequently searched job titles are:

Infographic showing various Td Associate Investment Advisor job openings in the United States as of June 2026, with employment types broken down into 99% Full Time, and 1% Contract. Highlights an 92% Physical, 5% Hybrid, and 3% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Associate Investment Advisor

Louisville, KY

PNC Bank
Banking and Credit Intermediation • 10K+ employees
Learn more about PNC Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz

Job description

Position OverviewAt 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 Associate Investment Advisor (Investment Advisor I) within PNC's Private Bank organization, you will be based in Louisville, KY.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
  • Supports the management of accounts in accordance with investment objectives that have been developed with the client.
  • Supports the 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. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
  • Supports the execution of risk management practices through the adherence to PNC's policies and procedures.

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 SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship ManagementCompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value SellingWork ExperienceRoles at this level typically require a university / college degree, with 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.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Language AssessmentsNo Required or Preferred Language AssessmentsBenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


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 categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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