Senior Investment Advisor

18 hours ago


Fort Wayne, Indiana, United States PNC Financial Services Group Full time
Job Description

PNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for delivering OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations.

Key Responsibilities:
  • Manage accounts in accordance with investment objectives developed with clients.
  • Provide specialized advice on planned giving, 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.
Requirements:
  • University/college degree required; higher education desirable.
  • Industry-relevant experience typically 8+ years.
  • Specific certifications often required.
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, 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.

Equal Employment Opportunity:

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.



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