Senior Investment Advisor

3 weeks ago

Washington, Washington, D.C., United States The PNC Financial Services Group, Inc Full time

Job Summary

We are seeking a highly skilled Senior Investment Advisor to join our team at The PNC Financial Services Group, Inc. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients.

Key Responsibilities

  • Manage client accounts to achieve investment objectives
  • 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
  • Support and lead sales efforts through the introduction and expansion of financial services to clients
  • Execute risk management practices through adherence to PNC's policies and procedures
  • Support the Functional Director in the oversight, performance management, and coaching of investment professionals

Requirements

  • University/college degree
  • Industry-relevant experience of 8+ years
  • Specific certifications may be required

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, 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.

Work Environment

The position is primarily based in a PNC location, with responsibilities requiring time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.

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