Senior Investment Advisor – Private Bank

PNC; Pittsburgh (Allegheny County); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plan

Dependent care reimbursement

Education assistance

Wellness program

Job summary

PNC is seeking a seasoned Investment Advisor III for its Private Bank in Pittsburgh, PA. The role focuses on managing client accounts to align with investment objectives, delivering expert investment guidance, and growing assets under management.

Ideal candidates hold an MBA, CFP, or CFA, with strong relationship management and risk oversight capabilities. This in-office role emphasizes a client-first approach and collaboration with the Private Bank team.

Qualifications

• Requires university degree and 5+ years of industry experience.
• MBA, CFP, and/or CFA considered a plus.
• No specific certifications/licenses required for the role.

Responsibilities

• Manages accounts in line with client investment objectives.
• Delivers the PNC investment experience with actionable advice and reporting.
• Shows knowledge of complex investment and asset management strategies.
• Maintains and grows assets under management while supporting sales efforts.
• Adheres to PNC risk management policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Relationship Management

Decision Making and Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelor's degree

Job description

PNC is seeking a seasoned Investment Advisor III for its Private Bank in Pittsburgh, PA. The role focuses on managing client accounts to align with investment objectives, delivering expert investment guidance, and growing assets under management.

Ideal candidates hold an MBA, CFP, or CFA, with strong relationship management and risk oversight capabilities. This in-office role emphasizes a client-first approach and collaboration with the Private Bank team.