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Senior Investment Advisor

2 months ago

Baltimore, Maryland, 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 Baltimore, MD. 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, analyzing program health and strategies.
  • Develop and implement customized investment plans, providing specialized advice on planned giving.
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions to clients.
  • Execute risk management practices, adhering to PNC's policies and procedures.

Requirements

To be successful in this role, you will need:

  • Strong Analytical Skills - Ability to analyze complex financial data and provide actionable insights.
  • Excellent Communication Skills - Effective communication with clients, colleagues, and management.
  • Proven Track Record - Experience in investment management, financial planning, or a related field.

What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to support your career growth and well-being, including:

  • Competitive Compensation - Salary and bonus structure aligned with industry standards.
  • Comprehensive Benefits - Medical, dental, vision, and life insurance, as well as 401(k) and pension plans.
  • Professional Development - Opportunities for training, mentorship, and career advancement.

Equal Employment Opportunity

PNC Financial Services Group is an equal employment opportunity employer, committed to diversity and inclusion in the workplace.