Senior Investment Advisor

1 week ago

Washington DC USA, United States The PNC Financial Services Group, Inc Full time
Job Description

PNC is seeking a highly skilled Senior Investment Advisor to join our team in Washington, DC. 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.
  • Deliver the PNC investment experience, providing specialized advice on planned giving and executing risk management practices.
  • Maintain and grow assets under management, supporting 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
  • University/college degree, with higher education desirable.
  • 8+ years of industry-relevant experience, with specific certifications often required.
  • Strong knowledge of finance, investment management, and risk management practices.
  • Excellent communication and relationship-building skills.
Benefits

PNC offers a comprehensive range of benefits to support your career growth and well-being, including medical, dental, and vision coverage, 401(k) with PNC match, pension, and stock purchase plans, and paid time off.

We foster an inclusive and accessible workplace, providing reasonable accommodations to employment applicants and qualified individuals with a disability. PNC is an equal employment opportunity employer, committed to diversity and inclusion.

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