Senior Investment Advisor

16 hours ago

Washington, Washington, D.C., United States PNC Financial Services Group Full time
Job Overview

Position Summary

PNC Financial Services Group 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 insight, and reporting on investment results.

Key Responsibilities

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


Requirements

To be successful in this role, you must demonstrate appropriate knowledge, skills, and abilities. Listed below are the required skills, competencies, work experience, education, and certifications/licensures needed to excel in this position.

Preferred Skills
  • Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies
  • Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
Work Experience
  • Roles at this level typically require a university/college degree. Higher-level education such as a Master's degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. Specific certifications are often required.
Education
  • Bachelor's degree
Certifications
  • No required certification(s)
Licenses
  • No required license(s)
Benefits

PNC 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; 8 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, visit > New to PNC.

*For more information, please click on the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at 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 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.

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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