Senior Investment Advisor, Private Bank

PNC; Fort Wayne (IN); Presencial; USD 100 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental & vision coverage

401(k) with company match

Educational assistance

Resumo da oferta

PNC Investment Advisor III, based in Fort Wayne, IN or Indianapolis, IN, delivers tailored investment solutions to clients in a Private Bank setting. You will manage accounts, provide market insights, and report on investment results, while expanding assets under management and supporting sales initiatives.

The role emphasizes complex investment knowledge, risk management, and a client-centric advisory approach within an in-office culture that values balance and collaboration.

Qualificações

• Bachelor's degree required; 5+ years of industry experience often required.
• Certifications/licensures as applicable to role; specific licenses may be required.
• Experience in client advisory and asset management preferred.

Responsabilidades

• Manages accounts in accordance with investment objectives developed with the client.
• Delivers the PNC investment experience to clients with actionable advice and market insight.
• Demonstrates knowledge of complex investment and asset management strategies.
• Maintains and grows assets under management; supports sales through financial services introductions.
• Executes risk management practices per PNC policies and procedures.

Conhecimentos

Investment Management

Relationship Management

Financial Modeling

Decision Making

Finance Strategy

Portfolio Management

Value Selling

Formação académica

Bachelors

Descrição da oferta de emprego

PNC Investment Advisor III, based in Fort Wayne, IN or Indianapolis, IN, delivers tailored investment solutions to clients in a Private Bank setting. You will manage accounts, provide market insights, and report on investment results, while expanding assets under management and supporting sales initiatives.

The role emphasizes complex investment knowledge, risk management, and a client-centric advisory approach within an in-office culture that values balance and collaboration.