Senior Investment Advisor, Private Banking Strategy

PNC; Pittsburgh (Allegheny County); On-site; USD 120,000 - 190,000; Full time

Job summary

PNC is seeking an Investment Advisor Sr within its Private Bank in Pittsburgh, PA. The role focuses on managing client accounts and delivering expert investment guidance and reporting on results to grow assets under management.

The ideal candidate has an MBA, CFP, or CFA and 8+ years of industry experience. Strong relationship management and risk-aware practices are essential in a client-centric, in-office culture.

Qualifications

• MBA, CFP, and/or CFA ideal.
• 8+ years industry experience; degree-based entry plus certifications desirable.
• University degree required; higher degrees/certs valued.

Responsibilities

• Manages accounts aligned with client investment objectives.
• Delivers investment experience with actionable advice and market insight.
• Maintains expert knowledge of investment and asset management strategies.
• Supports and may lead sales through expanding financial services to clients.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Effective Communications

Education

Bachelor's degree

Job description

PNC is seeking an Investment Advisor Sr within its Private Bank in Pittsburgh, PA. The role focuses on managing client accounts and delivering expert investment guidance and reporting on results to grow assets under management.

The ideal candidate has an MBA, CFP, or CFA and 8+ years of industry experience. Strong relationship management and risk-aware practices are essential in a client-centric, in-office culture.