Senior Investment Advisor
3 weeks ago
PNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients. You will provide specialized advice on planned giving, analyze program health and strategies, and deliver the PNC investment experience to clients.
Key Responsibilities- Manage client accounts to achieve investment objectives
- Provide specialized advice on planned giving and program health
- Deliver the PNC investment experience to clients
- Maintain and grow assets under management
- Support sales efforts through the introduction and expansion of financial services to clients
- University/college degree
- Industry relevant experience of 8+ years
- Client relationship management skills
- Decision making and critical thinking skills
- Effective communication skills
PNC offers 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.
PNC is an equal employment opportunity employer and provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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Senior Investment Advisor
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