Investment Advisor Sr

PNC

Tinton Falls (NJ)

On-site

USD 160,000 - 296,000

Full time

4 days ago
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Benefits offered by this job

Medical/prescription coverage with HSA
Dental and vision options
Life insurance for employee and family
Short and long-term disability
401(k) with match; pension and stock-p
Dependent care reimbursement
Back-up child/elder care
Adoption, surrogacy, and doula support
Educational assistance; select fully‑p
Wellness program with financial perks

Job summary

PNC's Private Bank seeks an Senior Investment Advisor based in Red Bank, NJ. You will manage client accounts, deliver investment advice, and support asset growth within the client portfolio with strong risk management and market insights.

The role emphasizes maintaining relationships, expanding financial services, and aligning client solutions with PNC standards. In-office placement with incentive-based earnings.

Qualifications

  • Roles at this level typically require a university/college degree.
  • Higher level education such as a Master's, PhD, or certifications is desirable.
  • In lieu of a degree, a comparable combination of education, certifications, and experience may be considered.

Responsibilities

  • Manages accounts in accordance with client investment objectives.
  • Provides actionable advice, market insight, and reporting on investment results.
  • Maintains expert knowledge of complex investment and asset management strategies.
  • Maintains and grows assets under management and supports sales efforts.
  • Executes risk management practices per PNC policies; may guide investment professionals.

Skills

Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Red Bank, NJ.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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 Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications
Preferred Skills
  • Accountability
  • Budget Management
  • Competitive Advantages
  • Decision Making
  • Finance Strategy
  • Financial Modeling
  • Investment Management
  • Relationship Management
Competencies
  • Client Relationship Management
  • Decision Making and Critical Thinking
  • Effective Communications
  • Investment Consulting
  • Portfolio Management
  • Products and Services
  • Value Selling
Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. 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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $159,600.00 - $296,400.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/23/2026, although it may be longer with business discretion.

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

In addition, PNC generally provides the following paid time off, depending on your eligibility:

  • 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
  • years of service

To learn more about these and other programs, including benefits for ful

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