Senior Investment Advisor

3 days ago


Fort Wayne, Indiana, 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 Institutional Asset Management organization. As a key member of our team, 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 and analyze 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
• 8+ years of industry-relevant experience
• Strong knowledge of local market and centers of influence preferred
• CFA designation strongly preferred

What We Offer

PNC provides a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options 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, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

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.

  • Fort Wayne, Indiana, United States Course Advisor Full time

    Nuclear Power Reactor Operator Job DescriptionJob Summary: We are seeking a highly skilled Nuclear Power Reactor Operator to join our team at Course Advisor. As a Nuclear Power Reactor Operator, you will be responsible for operating and controlling nuclear reactors, ensuring the safe and efficient production of energy.Key Responsibilities:Operate and Control...


  • Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSym Financial Advisors is a fee-only, employee-owned financial advisory firm with a strong client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...


  • Fort Wayne, Indiana, United States VirtualVocations Full time

    VirtualVocations is seeking a skilled Product Manager, Digital Advisor Experience to join our team. The ideal candidate will have a strong background in product management and a passion for delivering exceptional customer experiences. **Key Responsibilities:** * Develop and manage the long-term product roadmap in alignment with business strategy *...


  • Fort Wayne, Indiana, United States Common Sail Investment Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Dishwasher to join our Food Service Team at CommonSail Investment Group. As a Dishwasher, you will play a critical role in maintaining the cleanliness and organization of our kitchen facilities.Key ResponsibilitiesWashing and Sanitizing: Wash and sanitize dishes, pots, pans, utensils, and...


  • Fort Wayne, Indiana, United States Common Sail Investment Group Full time

    About the RoleWe are seeking a skilled and detail-oriented Dishwasher to join our Food Service team at CommonSail Investment Group. As a Dishwasher, you will play a vital role in maintaining the cleanliness and organization of our kitchen facilities.Key ResponsibilitiesWashing and Sanitizing: Wash and sanitize dishes, pots, pans, utensils, and equipment to...


  • Fort Wayne, Indiana, United States Common Sail Investment Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Dishwasher to join our team at StoryPoint of Fort Wayne North. As a Dishwasher, you will play a critical role in maintaining the cleanliness and sanitation of our kitchen and dining areas.Key ResponsibilitiesWash and sanitize dishes, pots, pans, utensils, and equipment to the highest...

  • Dishwasher (3pm-8pm)

    15 hours ago


    Fort Wayne, Indiana, United States Common Sail Investment Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Dishwasher to join our team at StoryPoint of Fort Wayne North. As a Dishwasher, you will play a vital role in maintaining the cleanliness and organization of our kitchen, ensuring that our residents and staff have a safe and healthy environment to work and live in.ResponsibilitiesWash and...

  • Tax Senior Manager

    2 weeks ago


    Fort Wayne, Indiana, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Forvis Mazars. As a key member of our tax advisory team, you will play a critical role in providing expert tax guidance to our clients and helping them navigate complex tax regulations.Key ResponsibilitiesProvide tax compliance and advisory services to individuals,...


  • Fort Wayne, Indiana, United States The Ladders Full time

    Job Title: Senior Financial Analyst - Affiliates FLSA Status: Exempt Job Family: Affiliates Department: Affiliates - Finance Location: Not Remote JOB SUMMARY The Senior Financial Analyst is accountable for the comprehensive oversight of the financial documentation of the company's Affiliates. This role involves supervising and managing the entry of all...


  • Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Senior Financial AnalystWhat We Appreciate About Creative Financial Staffing:Commitment to Employee Development: Our organization prioritizes investing in its personnel, fostering a nurturing atmosphere that recognizes and cultivates talent. This approach paves the way for significant career growth and advancement opportunities.Forward-Thinking Strategy: The...


  • Fort Wayne, Indiana, United States Montezuma Winery Full time

    Senior Sales Consultant - Agricultural ProductsAt Montezuma Winery, we are committed to addressing the most pressing challenges in the agricultural sector, aiming for a future where sustainability and productivity coexist harmoniously.We achieve this through our passion, innovative thinking, and unwavering dedication to continuous improvement, always...


  • Fort Wayne, Indiana, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...


  • Fort Wayne, Indiana, United States Arcadis Full time

    Arcadis is a global leader in sustainable design, engineering, and consultancy solutions for natural and built assets.We are a team of over 36,000 professionals in over 70 countries, dedicated to improving quality of life. Our collective expertise enables us to tackle the world's most complex challenges and deliver impactful solutions.Role Overview:Arcadis...


  • Fort Wayne, Indiana, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional virtual service and sales solutions.Key...


  • Fort Wayne, Indiana, United States Zenith Ventures Full time

    Unlock Your Potential at Zenith VenturesWe are dedicated to advancing and optimizing laboratory processes to drive progress in science and healthcare. Our team is committed to building a culture that celebrates the diverse backgrounds, experiences, and perspectives of all our associates.We are invested in your success, offering opportunities for career...


  • Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...


  • Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...


  • Fort Wayne, Indiana, United States Currie And Brown Full time

    About the RoleCurrie & Brown is a leading international physical asset management and construction consultancy, renowned for its expertise and experience in multiple sectors and services. We are seeking a skilled Quantity Surveyor to join our team in Ft. Wayne, IN, and support project leaders in providing construction expertise, including estimation,...


  • Fort Wayne, Indiana, United States Frontier Corporation Full time

    Job OverviewPosition SummarySenior Systems ArchitectAs a leading fiber optics provider in the United States, we are committed to delivering high-speed broadband solutions that empower millions of individuals and enterprises. At Frontier Corporation, you will contribute to our mission of Building Gigabit America by developing the essential digital...

  • Lead Tax Advisor

    3 weeks ago


    Fort Wayne, Indiana, United States Jobot Full time

    Job Overview:This position is hosted by Jobot. We are seeking a qualified individual to join our team as a Tax Senior.About Us:Our firm is dedicated to serving a diverse range of privately held businesses, from small startups to large enterprises. We pride ourselves on our client-centric approach and our ability to leverage technology to enhance service...