Senior Investment Advisor
1 day ago
PNC 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 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, providing specialized advice on planned giving and executing risk management practices.
- Maintain and grow assets under management, supporting sales efforts through the introduction and expansion of financial services to clients.
- Support the Functional Director in the oversight, performance management, and coaching of investment professionals.
- University/college degree, with higher education desirable.
- 8+ years of industry-relevant experience, with specific certifications often required.
- Strong knowledge of finance, investment management, and risk management practices.
- Excellent communication and relationship-building skills.
PNC offers a comprehensive range of benefits to support your career growth and well-being, including medical, dental, and vision coverage, 401(k) with PNC match, pension, and stock purchase plans, and paid time off.
Join our team and contribute to delivering exceptional investment experiences to our clients.
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Senior Investment Advisor
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Senior Investment Advisor
4 weeks ago
Baltimore, Maryland, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Baltimore, MD. 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...
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Senior Investment Advisor
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Baltimore, Maryland, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Baltimore, MD. 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...
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