Senior Investment Advisor – PNC Private Bank
PNC
full-time
Posted on:
Location Type: Office
Location: Wayne • Pennsylvania • United States
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Job Level
About the role
- Manages accounts in accordance with investment objectives that have been developed with the client
- Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
- Maintains expert level knowledge of complex investment and asset management strategies
- Responsible for maintaining and growing assets under management
- Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client
- Executes risk management practices through the adherence to PNC's policies and procedures
- May help provide direction to investment professionals
Requirements
- 8+ years of industry relevant experience
- Preferred Skills: Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
- Education: Bachelors
- Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Benefits
- 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
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Investment ManagementFinancial ModelingBudget ManagementRisk ManagementAsset ManagementFinance Strategy
Soft Skills
AccountabilityDecision MakingRelationship Management