Current jobs related to Senior Investment Advisor - Milwaukee, Wisconsin - PNC Financial Services Group

  • Senior Investment Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled Senior Investment Advisor to join our Private Bank organization in Milwaukee, WI. As a key member of our team, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key ResponsibilitiesManage client...

  • Investment Advisor

    1 month ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Investment Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Senior Financial Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member of our advisor team, you'll have the autonomy to...

  • Senior Treasury Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Treasury Advisor to join our team at BMO Financial Group. As a key member of our treasury team, you will play a critical role in achieving our business objectives and driving growth through effective treasury management.Key ResponsibilitiesDevelop and implement treasury strategies to...

  • Senior Investment Manager

    6 days ago

    Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    About the Role:We are seeking a highly skilled Senior Investment Manager to join our team at Northwestern Mutual Capital (NMC). As a key member of our team, you will be responsible for analyzing, evaluating, and executing private equity and private credit investments.Key Responsibilities:Analyze and evaluate private equity and private credit...

  • Investment Accounting Senior Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior SpecialistAt Northwestern Mutual, we are committed to excellence in investment accounting. As an Investment Accounting Senior Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial reporting. Your expertise will be essential in preparing financial statements, managing investment...

  • Financial Services Professional

    5 days ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Advisor Networks is a nationwide network of independent financial services firms seeking motivated individuals to join as Financial Advisors. Whether you're starting your career in financial services or looking to grow your existing practice within a supportive firm, we welcome you to apply.Our Top-Notch...

  • Senior Investment Advisor Portfolio Manager

    5 days ago

    Milwaukee, Wisconsin, United States Old National Bank Full time

    Old National Bank has been serving clients and communities since 1834. As a trusted partner, we help our clients achieve their goals through our expertise in Portfolio Management and Investment. Our team of experienced professionals provides personalized service and guidance to help our clients succeed. With $50 billion in total assets, we are a regional...

  • Investment Accounting Senior Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior Specialist OpportunityAt Northwestern Mutual, we are committed to excellence in investment accounting. We are seeking a highly skilled and experienced Investment Accounting Senior Specialist to join our team.Key Responsibilities:Prepare accurate financial reporting for public and private fixed income and equity securities for...

  • Financial Services Professional

    2 weeks ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking motivated individuals to join as Financial Advisors. If you're driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals.Our...

  • Financial Solutions Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionAt Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in providing personalized advice and guidance to high-net worth clients, helping them navigate the complexities of wealth management and achieve...

  • Financial Services Professional

    2 weeks ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking ambitious professionals to join our nationwide network of independent financial services firms.As a Financial Advisor, you will cultivate relationships, establish your own business, and provide expert financial guidance to individuals and...

  • Investment Accounting Senior Specialist

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Join Our Team of Financial ExpertsAt Northwestern Mutual, we are committed to excellence in financial reporting and compliance. As a Senior Investment Accounting Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial statements.Key Responsibilities:Prepare and review financial reports for alternative investments,...

  • Investment Analyst Intern

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

    Join Our Team as an Investment Analyst InternWe are seeking a highly motivated and detail-oriented Investment Analyst Intern to join our team at Northwestern Mutual Life Insurance Company. As an Investment Analyst Intern, you will have the opportunity to work alongside our experienced professionals and contribute to the success of our Alternative Investments...

  • Senior Accounting Advisor

    6 days ago

    Milwaukee, Wisconsin, United States Johnson Controls Full time

    Job Summary:The Senior Accounting Advisor will drive results in the accounting functions that support a cluster of sub-business units (PBUs) for the Global Products (GP) segment.This role, reporting through Controllership under the Chief Accounting & Tax Officer organization, will serve as an advisor to the business unit finance leadership across GP and...

  • Financial Planning Assistant

    1 month ago

    Milwaukee, Wisconsin, United States Advisor Business Solutions Full time

    Financial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...

  • Investment Analyst Intern Position

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential as an Investment Analyst InternAt Northwestern Mutual, we're committed to helping our clients achieve financial security through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. As an Investment Analyst Intern, you'll play a critical role in supporting our...

  • Wealth Management Investment Strategist

    1 week ago

    Milwaukee, Wisconsin, United States HTLF Bank Full time

    HTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength — giving local decision-making the opportunity and insights to focus on customers and growth.As a Wealth Management Investment...

  • Financial Solutions Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals work closely with clients to understand their unique financial goals and develop personalized...

Senior Investment Advisor

2 months ago

Milwaukee, Wisconsin, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.

Key Responsibilities
  • Client Relationship Management
    • Develop and maintain strong relationships with high net worth clients to understand their investment objectives and provide tailored investment solutions.
    • Collaborate with cross-functional teams to deliver exceptional client service and ensure seamless execution of investment strategies.
  • Investment Advice and Portfolio Management
    • Provide expert investment advice to clients, including asset allocation, portfolio rebalancing, and investment product selection.
    • Manage client portfolios to ensure alignment with their investment objectives and risk tolerance.
  • Business Development and Growth
    • Identify new business opportunities and develop strategies to grow client relationships and increase assets under management.
    • Collaborate with sales teams to introduce and expand financial services to clients.
  • Risk Management and Compliance
    • Ensure adherence to PNC's risk management policies and procedures to protect client assets and maintain regulatory compliance.
    • Support the Functional Director in the oversight, performance management, and coaching of investment professionals.
Requirements
  • Education and Experience
    • University/college degree required; higher education such as a Master's degree or certifications desirable.
    • Industry relevant experience typically 8+ years; specific certifications often required.
  • Skills and Competencies
    • Client Relationship Management
    • Decision Making and Critical Thinking
    • Effective Communications
    • Investment Consulting
    • Portfolio Management
    • Products and Services
    • Value Selling
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