Senior Investment Advisor

1 day ago

Fort Wayne, Indiana, United States PNC Financial Services Group Full time
Job Title: Senior Investment Advisor

At PNC, we're committed to delivering exceptional investment experiences to our clients. As a Senior Investment Advisor, you'll play a critical role in helping us achieve this goal.

Job Summary

We're seeking a highly skilled and experienced investment professional to join our team as a Senior Investment Advisor. In this role, you'll be responsible for managing investment portfolios for our clients, providing expert advice on investment strategies, and helping to grow our business through new client relationships and revenue growth.

Key Responsibilities
  • Manage investment portfolios for clients, including developing and implementing investment strategies and monitoring portfolio performance.
  • Provide expert advice on investment products and services to clients, including mutual funds, exchange-traded funds, and other investment vehicles.
  • Develop and maintain strong relationships with clients, including regular communication and portfolio reviews.
  • Collaborate with other members of the investment team to identify new business opportunities and develop strategies to grow our business.
  • Stay up-to-date on market trends and economic conditions, and provide insights and recommendations to clients and internal stakeholders.
Requirements
  • Bachelor's degree in finance, economics, or a related field.
  • 8+ years of experience in investment management or a related field.
  • Strong knowledge of investment products and services, including mutual funds, exchange-traded funds, and other investment vehicles.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and projects.
What We Offer

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 (with a Health Savings Account feature)
  • 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
  • Education assistance, including select programs fully paid
  • A robust wellness program with financial incentives

In addition, PNC generally provides the following paid time off, depending on your eligibility:

  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 8 occasional absence days each year, unless otherwise required by law
  • Between 15 to 25 vacation days each year, depending on career level

To learn more about these and other programs, including benefits for full-time and part-time employees, visit pncbenefits.com > New to PNC.

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