Senior Investment Advisor - Private Wealth Growth

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with match

Pension plan

Stock purchase plan

Dependent care reimbursement

Educational assistance

Wellness program

Paid holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor for its Private Bank in Philadelphia, PA.

The role focuses on managing client portfolios, delivering investment insights, and growing assets under management in alignment with client objectives. The ideal candidate has 8+ years in investment advisory or wealth management, strong client relationship skills, and deep knowledge of asset management strategies.

Qualifications

• Bachelor's degree required; advanced degrees or certifications desirable.
• 8+ years of relevant work experience in investment advisory or wealth management.
• Strong knowledge of asset allocation, investment strategies, and risk management.

Responsibilities

• Manage client portfolios in line with agreed investment objectives.
• Deliver actionable investment advice, market insights, and performance reporting.
• Develop and expand client assets through relationship management and service excellence.
• Support and lead sales efforts via introductions of financial services to clients.

Skills

Investment management

Portfolio management

Relationship management

Market insight

Client service

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor for its Private Bank in Philadelphia, PA.

The role focuses on managing client portfolios, delivering investment insights, and growing assets under management in alignment with client objectives. The ideal candidate has 8+ years in investment advisory or wealth management, strong client relationship skills, and deep knowledge of asset management strategies.