Senior Investment Advisor

18 hours ago


Milwaukee, Wisconsin, United States PNC Full time
Job Summary

PNC is seeking a highly skilled Senior Investment Advisor to join our Private Bank organization in Milwaukee, WI. 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
  • Manage client accounts in accordance with investment objectives, analyzing program health and strategies.
  • Deliver the PNC investment experience to clients, providing specialized advice on planned giving and risk management practices.
  • Maintain and grow assets under management, supporting and leading sales efforts through the introduction and expansion of financial services to clients.
Requirements
  • University/college degree required; higher education desirable.
  • 8+ years of industry relevant experience; specific certifications often required.
  • Strong client relationship management, decision-making, and critical thinking skills.
  • Effective communication, investment consulting, and portfolio management skills.
What We Offer

PNC provides a comprehensive range of benefits to help meet your needs now and in the future, including medical, 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, and more.

We foster an inclusive and accessible workplace, providing reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC is an equal employment opportunity employer, providing equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.



  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

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


  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

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

  • Investment Advisor

    2 weeks ago


    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...


  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.Key ResponsibilitiesClient Relationship ManagementDevelop...


  • Milwaukee, Wisconsin, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member of our advisor team, you'll have the autonomy to...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior SpecialistAt Northwestern Mutual, we are committed to excellence in investment accounting. As an Investment Accounting Senior Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial reporting. Your expertise will be essential in preparing financial statements, managing investment...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior Specialist OpportunityAt Northwestern Mutual, we are committed to excellence in investment accounting. We are seeking a highly skilled and experienced Investment Accounting Senior Specialist to join our team.Key Responsibilities:Prepare accurate financial reporting for public and private fixed income and equity securities for...


  • Milwaukee, Wisconsin, United States Advisor Business Solutions Full time

    Financial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...


  • Milwaukee, Wisconsin, United States HTLF Bank Full time

    About HTLF BankHTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength, giving local decision-making the opportunity and insights to focus on customers and growth.Our CultureWe believe our...

  • Investment Manager

    4 days ago


    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Principal Role at Northwestern MutualWe are seeking a highly skilled Investment Principal to join our team at Northwestern Mutual. As a key member of our investment team, you will be responsible for analyzing, evaluating, and executing private equity and private credit investments.Key Responsibilities:Analyze and evaluate investment opportunities...


  • Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    Financial Advisor Foundations ProgramBaird's Financial Advisor Foundations Program is a comprehensive training program designed for individuals passionate about a career in financial advising. The program provides a structured learning experience, combining work assignments, business development opportunities, and educational initiatives to equip...


  • Milwaukee, Wisconsin, United States HTLF Bank Full time

    About HTLF BankHTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength. Our company has been deeply invested in the communities we serve since its founding in 1981.Job SummaryThe Investment...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job SummaryAs a Senior Tax Planning Strategist at Northwestern Mutual Life Insurance, you will lead a team of CPAs in delivering complex tax planning and minimization strategies to high net worth clients. Your expertise will drive the execution of tax planning strategy, differentiate the company, and position Northwestern Mutual as a thought leader in the...

  • Financial Advisor

    4 days ago


    Milwaukee, Wisconsin, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing personalized financial guidance and advice.Key ResponsibilitiesBuild and maintain strong relationships with clients to...


  • Milwaukee, Wisconsin, United States Keller Executive Search Full time

    Job DescriptionJob Title: Investment SpecialistJob Summary:Keller Executive Search is seeking a highly skilled and experienced Investment Specialist to join our team. As an Investment Specialist, you will be responsible for providing financial planning and investment advice to clients, developing and implementing strategies to attract new clients and...

  • Financial Advisor

    5 days ago


    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job Title: Wealth Advisor/Relationship ManagerJob Summary:The Wealth Advisor/Relationship Manager is a key role within Johnson Financial Group LLC, responsible for building and maintaining strong relationships with high net worth clients. This individual will provide sound financial guidance, coordinate a consistent client service experience, and deliver...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Investment Principal Private DebtNorthwestern Mutual Capital (NMC) is a leading player in the investment grade privately placed debt market, managing capital primarily for The Northwestern Mutual Life Insurance Company. As an Investment Principal Private Debt, you will be a key member of our team, responsible for analyzing, evaluating, and executing private...


  • Milwaukee, Wisconsin, United States Old National Bank Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at Old National Bank. As a key member of our Wealth Group, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing personalized financial guidance and investment expertise to help them achieve their financial...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Real Estate Investment Associate to join our team at Northwestern Mutual. As a Real Estate Investment Associate, you will be responsible for providing underwriting and due diligence support on proposed new debt and equity investments. You will also lead the investment underwriting process in...

  • Financial Advisor

    1 week ago


    Milwaukee, Wisconsin, United States North Star Resource Group Full time

    Financial Consultant OpportunityWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Consultant. As a Financial Consultant, you will work directly with clients to understand their financial goals and develop personalized plans to achieve them.ResponsibilitiesCustomize financial plans for each client based on their...