Current jobs related to Senior Investment Advisor - Pittsburgh, Pennsylvania - PNC Financial Services Group

  • Financial Advisor/Paraplanner

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Kestra Financial Independent Advisor. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsConduct...

  • Investment Advisor

    2 months ago

    Pittsburgh, Pennsylvania, United States Keller Executive Search Full time

    {"h1": "Financial Advisor Job Description", "p": "Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to provide financial planning and investment advice to clients. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.", "ul": [{"li": "Develop...

  • Senior Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Michael Page Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our Corporate & Business Advisory division. As a key member of our team, you will provide financial and business advice to our clients, focusing on delivering exceptional results in sell-side and buy-side acquisition assignments, refinancing, recapitalization, and restructuring.About...

  • Financial Services Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Northwest Bank Full time

    Job SummaryThe Associate Financial Advisor is a key member of our Financial Advisor team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the...

  • Senior Commercial Lending Credit Risk Review Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States PNC Full time

    Job SummaryWe are seeking a highly skilled Credit Risk Review Senior Advisor to join our team in Credit Risk Review within PNC's Independent Risk Management organization.The primary objective of Credit Risk Review (CRR) is to conduct timely and independent assessments of PNC's credit exposures and credit risk.As a Credit Risk Review Senior Advisor, you will...

  • Financial Advisor, Wealth Management

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Dollar Bank, FSB Full time

    The Investment Executive, AVP is responsible for managing existing client relationships, either working with a more experienced advisor or on their own.The individual may be responsible for formulating and implementing investment advice, but may also rely on technical specialists to develop product recommendations.Key Responsibilities:Manage existing client...

  • Wealth Management Advisor

    1 month ago

    Pittsburgh, Pennsylvania, United States Keller Executive Search Full time

    Our client, a specialized wealth management firm, is in search of a qualified and seasoned Investment Consultant to become a part of their team. As an Investment Consultant, your primary role will be to deliver comprehensive financial planning and investment strategies to clients. The firm is known for crafting distinctive portfolios that incorporate various...

  • Retirement Plan Advisor

    3 weeks ago

    Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time

    Job OverviewWe are seeking a highly skilled Retirement Plan Advisor to join our team at JFS Wealth Advisors LLC. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, developing and maintaining relationships with plan sponsors and participants, and driving business growth through innovative...

  • Financial Solutions Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorThis role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads and make referrals to business partners based on client needs and asset thresholdsMeet with clients to review financial and investment goals,...

  • Senior Financial Strategist

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full time

    Job SummaryHapanowicz Financial is seeking a highly skilled Lead Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial guidance and support to clients.Key ResponsibilitiesDevelop customized financial plans that align with clients' short-term and long-term goals.Provide...

  • Retirement Plan Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full time

    Job Summary:As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate and maintain retirement plans, ensuring that clients receive exceptional service and support.Key Responsibilities:Develop and implement retirement plans tailored to...

  • Senior Tax Associate

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Andersen Tax LLC Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with AndersenAt Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on...

  • Private Equity Investment Analyst

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Tecum Capital Full time

    Job DescriptionPosition: Analyst/AssociateEducation: Undergraduate DegreeWork Experience: 1 – 4 years of relevant work experience in investment banking, private/mezzanine debt, consulting, commercial banking, accounting, or finance rolesLocation: Pittsburgh, PAStart Date: Winter/Spring 2024/2025, FlexibleStatus: Exempt; Full-Time;...

  • Compensation Advisor

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled Compensation Advisor to join our team at PNC Financial Services Group. As a key member of our Compensation organization, you will play a critical role in designing, implementing, and administering organizational employees' base salary, incentives, sales, and executive compensation.Key Responsibilities:Conduct job...

  • Tax Manager

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Andersen Full time

    The Tax Manager role at Andersen is a key position in our Alternative Investment Funds team. As a Tax Manager, you will be responsible for providing tax advisory services to our clients, including financial reporting and back office operations related to alternative investment funds. You will work closely with our client service teams to resolve client...

  • Senior Retirement Financial Advisor

    1 month ago

    Pittsburgh, Pennsylvania, United States Golden Reserve LLC Full time

    Join Our Team as a Senior Retirement Financial PlannerAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and our Senior Retirement Planners. We're not just looking for anyone - we need talented individuals who share our vision and are passionate about delivering exceptional results.What We Offer:A unique business...

  • Senior Associate

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Michael Page Full time

    The Senior Associate position in the Corporate & Business Advisory division at Michael Page will focus on delivering high-quality financial and business advice to clients. This role will be crucial to our team, providing quantitative and analytical support for sell-side and buy-side acquisition assignments, refinancing, recapitalization, and restructuring,...

  • Tax Manager/Senior Manager, Private Client

    3 weeks ago

    Pittsburgh, Pennsylvania, United States KPMG Full time

    Business Title: Tax Manager/Senior Manager, Private ClientRequisition Number:Function: Tax ServicesArea of Interest:State:PACity: PittsburghDescription:We are seeking a Tax Manager/Senior Manager, Private Client to join our Business Tax Services practice. As a trusted advisor to family offices, you will serve as the primary point of contact for strategic,...

  • Financial Services Professional

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Financial Services ProfessionalClaire Myers Consulting is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a key member of our financial services team, you will be responsible for providing exceptional wealth management and financial planning services to our clients.Key Responsibilities:Develop and maintain...

  • Financial Services Professional

    4 weeks ago

    Pittsburgh, Pennsylvania, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to their clients. This opportunity at Northwest Bank in Bellevue, PA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent contractor,...

Senior Investment Advisor

2 months ago

Pittsburgh, Pennsylvania, 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. As a key member of our Private Banker organization, you will be responsible for delivering exceptional investment experiences to our clients.

Key Responsibilities
  • Manage client accounts in accordance with their investment objectives, providing tailored advice and market insights to drive growth and success.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives to deliver personalized investment solutions.
  • Collaborate with cross-functional teams to identify new business opportunities and expand our financial services offerings to clients.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with PNC's policies and procedures.
Requirements
  • University degree in a relevant field, such as finance or business.
  • 8+ years of experience in investment management, financial services, or a related field.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Excellent customer service skills, with a focus on delivering exceptional client experiences.
What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to support your career growth and well-being. As a Senior Investment Advisor, you will have access to:

  • Competitive salary and bonus structure.
  • Comprehensive health insurance and retirement plans.
  • Opportunities for professional development and career advancement.
  • A dynamic and inclusive work environment that values diversity and inclusion.

We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer satisfaction.