Senior Investment Advisor

4 days ago


Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our Private Banker organization. As a key member of our team, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.

Key Responsibilities
  • Account Management: Manage client accounts in accordance with investment objectives, analyzing program health and strategies to ensure optimal results.
  • Investment Advice: Provide specialized advice on planned giving, market trends, and investment opportunities to clients, ensuring alignment with their financial goals.
  • Asset Growth: Responsible for maintaining and growing assets under management, supporting sales efforts through the introduction and expansion of financial services to clients.
  • Risk Management: Execute risk management practices through adherence to PNC's policies and procedures, ensuring compliance with regulatory requirements.
  • Team Leadership: Support the Functional Director in the oversight, performance management, and coaching of investment professionals, promoting a culture of excellence and collaboration.
Requirements
  • Education: Bachelor's degree in a relevant field, with higher education or certifications desirable.
  • Experience: 8+ years of industry experience, with a strong background in investment management, financial planning, and client relationship management.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, ability to work in a fast-paced environment, and a strong understanding of financial markets and regulations.
What We Offer
  • Competitive Compensation: Competitive salary and bonus structure, with opportunities for career growth and professional development.
  • Benefits Package: Comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.
  • Professional Development: Opportunities for training, mentorship, and career advancement, with a focus on continuous learning and skill development.
Equal Employment Opportunity

PNC Financial Services Group is an equal employment opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional results.



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