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Senior Investment Advisor

2 months ago

Detroit, Michigan, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our 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
  • Account Management: Manage client accounts in accordance with investment objectives, providing specialized advice on planned giving, analyzing program health, and developing strategies to achieve client goals.
  • Investment Advice: Deliver the PNC investment experience to clients, providing actionable advice, market insights, and reporting on investment results.
  • Asset Growth: Maintain and grow assets under management, supporting and leading sales efforts to introduce and expand financial services to clients.
  • Risk Management: 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
  • Education: Bachelor's degree in a related field, with higher education or certifications desirable.
  • Experience: 8+ years of industry experience, with roles at this level typically requiring a university/college degree and industry-relevant experience.
  • Skills: Strong knowledge of finance, investment management, and risk management, with excellent communication and relationship-building skills.
What We Offer
  • Competitive Compensation: PNC offers a comprehensive compensation package, including a competitive salary and benefits.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.
  • Collaborative Environment: A collaborative and inclusive work environment, with a focus on teamwork and employee engagement.