Senior Investment Advisor

6 days ago


Baltimore, Maryland, United States PNC Financial Services Group Full time
Job Description

PNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Baltimore, MD.

Key Responsibilities:
  • Develop and implement investment strategies for clients, taking into account their unique financial goals and risk tolerance.
  • Provide expert advice on investment products and services, including planned giving and program health analysis.
  • Maintain and grow assets under management, while supporting sales efforts through the introduction and expansion of financial services to clients.
  • Execute risk management practices in accordance with PNC's policies and procedures, and support the Functional Director in the oversight, performance management, and coaching of investment professionals.
Requirements:
  • University/college degree required; higher education or certifications desirable.
  • 8+ years of industry experience, with a strong background in investment management and financial services.
  • Excellent communication and relationship-building skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
Benefits:

PNC offers a comprehensive range of benefits to support the well-being and success of our employees, including medical, dental, and vision coverage, 401(k) matching, and paid time off.

At PNC, we foster an inclusive and accessible workplace, and we provide reasonable accommodations to qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC is an equal employment opportunity employer, and we welcome applications from qualified candidates of all backgrounds.



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