Lead Investment Consultant
2 weeks ago
At PNC Financial Services Group, we recognize that our employees are our most valuable asset and a key factor in our competitive edge within the financial sector. We are committed to creating an inclusive work environment where every team member feels appreciated, respected, and empowered to contribute to our collective success.
Role Summary
As a Senior Investment Advisor, you will play a crucial role in managing client portfolios in alignment with their investment goals. Your responsibilities will include:
- Providing tailored investment strategies and insights to clients.
- Delivering the PNC investment experience, ensuring clients receive actionable advice and comprehensive reporting on their investment performance.
- Maintaining and expanding assets under management while supporting sales initiatives through the introduction of financial services.
- Implementing risk management practices in accordance with PNC's policies and procedures.
- Assisting in the oversight and development of investment professionals.
Key Competencies
Successful candidates will demonstrate the following skills and competencies:
- Client Relationship Management
- Critical Thinking and Decision Making
- Effective Communication
- Investment Consulting and Portfolio Management
- Understanding of Financial Products and Services
Qualifications
To excel in this position, candidates should possess:
- A university degree; advanced degrees or relevant certifications are preferred.
- A minimum of 8 years of industry experience.
- Strong skills in accountability, financial strategy, and relationship management.
Benefits
PNC offers a comprehensive benefits package designed to support your current and future needs, which may include:
- Medical, dental, and vision coverage
- Life insurance and disability protection
- 401(k) plan with company match
- Paid time off, including holidays and vacation days
- Educational assistance programs
We are committed to providing equal employment opportunities to all qualified individuals, regardless of their background.
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