Investment Advisor Sr

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Time off

Benefits

Learning and career development

Wellness programs

Recognition

Job summary

A leading financial services provider in Philadelphia seeks an experienced financial advisor to manage investment accounts and deliver actionable insights to clients. The role requires expert knowledge of investment strategies and asset management, with responsibilities including managing client relationships and risk management practices. This position offers a comprehensive total rewards package, including benefits, time off, and career development opportunities.

Qualifications

• Expert level knowledge of complex investment and asset management strategies.
• Experience in managing accounts in accordance with investment objectives.
• Ability to provide specialized advice in financial services.

Responsibilities

• Manage accounts while adhering to investment objectives developed with clients.
• Deliver actionable advice and market insights to clients.
• Execute risk management practices and support sales efforts.

Job description

* 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.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .