Senior Investment Advisor, Private Bank

PNC Financial Services Group, Inc.; Fort Wayne (IN); Sur place; USD 100 000 - 140 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental & Vision

401(k) with company match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Résumé du poste

PNC is seeking an Investment Advisor III for its Private Bank, based in Fort Wayne, IN or Indianapolis, IN. The role focuses on delivering tailored investment solutions, building client relationships, and growing assets under management in an in-office setting.

The candidate will provide market insights, manage investment portfolios, and collaborate with the sales team to expand financial services. A strong background in investment management and risk controls is required.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsabilités

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Delivers the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• Demonstrates knowledge of complex investment and asset management strategies.
• Maintains and grows assets under management and supports sales through client introductions and expansion of financial services.
• Executes risk management practices through adherence to PNC policies and procedures.

Connaissances

Accountability

Budget Management

Competitive Advantage

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Formation

Bachelor's

Description du poste

PNC is seeking an Investment Advisor III for its Private Bank, based in Fort Wayne, IN or Indianapolis, IN. The role focuses on delivering tailored investment solutions, building client relationships, and growing assets under management in an in-office setting.

The candidate will provide market insights, manage investment portfolios, and collaborate with the sales team to expand financial services. A strong background in investment management and risk controls is required.