Senior Investment Advisor

3 weeks ago

Cincinnati, Ohio, United States PNC Financial Services Group Full time
Job Overview

Position Summary

Role Description

PNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Cincinnati, Ohio. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.

Key Responsibilities

  • Manage client accounts in accordance with investment objectives, analyzing program health and strategies.
  • Provide specialized advice on planned giving and execute risk management practices through adherence to PNC's policies and procedures.
  • Maintain and grow assets under management, supporting and leading sales efforts through the introduction and expansion of financial services to clients.
  • Support the Functional Director in the oversight, performance management, and coaching of investment professionals.

Requirements

  • Customer Focus - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
  • Risk Management - Assessing and effectively managing all of the risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.

Preferred Qualifications

  • Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
  • Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling

Education and Experience

  • University / college degree, with higher level education such as a Masters degree, PhD, or certifications desirable.
  • Industry relevant experience typically 8+ years, with specific certifications often required.

Benefits

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription drug coverage, 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, and a robust wellness program with financial incentives.
  • PNC provides paid time off, including maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, between 15 to 25 vacation days each year, depending on career level, and years of service.

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.

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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