Senior Investment Advisor

1 month ago


Cincinnati, Ohio, United States PNC Full time

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 a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Cincinnati, Ohio.

Job Profile

Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
Responsible for maintaining and growing assets under management. Additionally supports and may lead 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. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors



  • Cincinnati, Ohio, United States PNC Full time

    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...


  • Cincinnati, Ohio, United States Jobot Full time

    Exciting Career Opportunity for a Senior Financial ConsultantJoin a reputable firm that specializes in comprehensive financial advisory and investment strategies as a Senior Financial Consultant. This role is ideal for professionals with a solid foundation in client engagement and a dedication to guiding clients towards their financial aspirations.What We...


  • Cincinnati, Ohio, United States W3Global Inc Full time

    Job DescriptionTitle: Senior Wealth Management AdvisorLocation: RemoteWork Type: Full-timeOverview:W3Global Inc, a reputable financial services firm, is on the lookout for a seasoned and client-oriented Senior Wealth Management Advisor. This position is pivotal in providing tailored financial strategies to assist clients in accumulating and safeguarding...


  • Cincinnati, Ohio, United States Staffmark Investment, LLC Full time

    Position Overview:Staffmark Investment, LLC is seeking a Senior Financial Operations Manager to lead our financial strategies and ensure the fiscal health of our organization. This pivotal role involves overseeing financial operations and guiding the financial team in effective budgeting and reporting.Compensation:$85,000-$95,000 annuallyShift: Day ShiftKey...


  • Cincinnati, Ohio, United States Insight Global Full time

    Position Overview:The Senior Business Advisor at Insight Global is a pivotal financial expert responsible for steering a dedicated team that specializes in bookkeeping, tax services, and strategic business consulting. Role Responsibilities:This position serves as a key tax resource, engaging in comprehensive tax planning alongside clients and overseeing the...


  • Cincinnati, Ohio, United States PNC Financial Services Group Full time

    Position OverviewAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and a key factor in our competitive edge within the financial sector. We are committed to creating an inclusive work environment where every team member feels appreciated, respected, and empowered to contribute to our collective success.Role...


  • Cincinnati, Ohio, United States Directions Research Full time

    Overview: Directions Research is in search of a highly skilled professional to spearhead growth initiatives within our financial sector. The ideal candidate will possess a robust background in business development, emphasizing the cultivation and maintenance of client relationships. This position necessitates a proven track record in consultative selling...


  • Cincinnati, Ohio, United States Directions Research, Inc. Full time

    Job OverviewDirections Research, Inc. is in search of an accomplished professional to spearhead growth initiatives within our financial sector. The ideal candidate will possess a robust background in business development, emphasizing the cultivation and maintenance of client partnerships. This position demands a proven track record in consultative selling...


  • Cincinnati, Ohio, United States Messer Construction Full time

    Finance and Investment Co-Op OpportunityMesser Construction Co. is a leading construction manager and general contractor that provides leadership for complex commercial building projects. As an employee-owned company, Messer has grown to become one of the nation's top healthcare and higher education builders, with a presence in eleven regional offices across...


  • Cincinnati, Ohio, United States IMEG Corp Full time

    Are you ready to advance your engineering career? At IMEG Corp, one of the leading design consulting firms in the United States, we are dedicated to offering exciting and fulfilling career paths for our team members. We work diligently and are passionate about our projects, while also enjoying a vibrant workplace culture. As a firm with over 2500 employees...


  • Cincinnati, Ohio, United States Western & Southern Life Full time

    Position Overview The Senior Vice President of Strategic Partnerships is accountable for effectively directing and managing all client acquisition and support services related to foundations and endowments (F&E). This role is pivotal in fostering client loyalty and driving substantial revenue growth for the organization. The individual will operate with a...


  • Cincinnati, Ohio, United States Rookwood Properties Full time

    Corporate Real Estate Legal Advisor Reports to: CEO Position Overview The Corporate Real Estate Legal Advisor will be responsible for managing and providing guidance on all legal aspects related to real estate transactions and operations. This role will involve advising the executive team on strategic legal initiatives, preparing and reviewing essential...


  • Cincinnati, Ohio, United States IMEG Corp Full time

    Join Our Team as a Senior Mechanical EngineerAt IMEG Corp, a prominent design consulting firm in the United States, we are dedicated to fostering a dynamic and fulfilling work environment for our employees. We pride ourselves on being a 100% employee-owned organization, which allows us to prioritize our team members' growth and well-being. Our culture...


  • Cincinnati, Ohio, United States Jobot Full time

    Exciting Career Opportunity for a Senior Financial ConsultantJobot, a leading firm in financial advisory services, is seeking a Senior Financial Consultant to enhance our team. This role is ideal for professionals with a robust background in client engagement and a commitment to guiding clients towards their financial aspirations.What We Offer: Attractive...


  • Cincinnati, Ohio, United States University Of Cincinnati Full time

    Current UC employees must apply internally via SuccessFactors - You are invited to submit an application to be considered for a position with more than one opening. The number of positions varies depending on the needs of the department.Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities. Home to...


  • Cincinnati, Ohio, United States NTT DATA Business Solutions Full time

    Unlock Your Career Potential: Explore Exciting Opportunities with Us *Candidates may reside in any U.S. location and should be prepared for extensive travel as required by client and project demands* Position Overview: The Senior SAP Solutions Architect will leverage a comprehensive understanding of SAP capabilities along with cross-functional and technical...


  • Cincinnati, Ohio, United States Girl Scouts of Western Ohio Full time

    Job OverviewThe Chief Financial Officer (CFO) serves as a pivotal member of the Executive Management Team, contributing to the strategic leadership of the organization and guiding its direction and strategy. The CFO will spearhead the development and implementation of financial strategies aimed at optimizing the financial performance of the organization.Key...


  • Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    Job OverviewSenior Corporate Financial StrategistThe Senior Corporate Financial Strategist translates complex financial analyses of the prevailing economic landscape and performance metrics into actionable insights and strategic recommendations for business operations. By collecting, evaluating, and synthesizing financial data, this role is pivotal in...


  • Cincinnati, Ohio, United States Sogeti Full time

    Position Overview:Sogeti USA, a division of the Capgemini Group, is on the lookout for talented Java Engineers at various experience levels to deliver exceptional web application development and support services to our esteemed clients.Key Responsibilities:As a Senior Java Engineer at Sogeti USA, your role will encompass:Contributing to a dynamic team...


  • Cincinnati, Ohio, United States EMCOR Government Services Full time

    COMPANY OVERVIEWEMCOR Government Services is a premier provider of mechanical and electrical construction and facilities management services. Our organization is dedicated to delivering exceptional operational support and innovative solutions to a diverse range of clients across various sectors.KEY RESPONSIBILITIESDemonstrate an executive-level understanding...