Senior Investment Advisor, Private Wealth Growth

PNC Financial Services Group, Inc.; Silver Spring (MD); On-site; USD 160,000 - 296,000; Full time

Benefits offered by this job

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Financial Services Group, Inc. seeks an Investment Advisor Sr within its Private Bank to manage client accounts, advise on asset management strategies, and expand assets under management.

You will deliver the PNC investment experience, provide actionable insights, and support sales through client relationship growth. The role expects deep knowledge of investment strategies, collaboration with specialists, and adherence to risk management policies.

Qualifications

• University/college degree is typically required; Masters is desirable.
• Industry experience typically 8+ years.
• Certifications and licenses are often required.

Responsibilities

• Manage client accounts aligned with investment objectives set with the client.
• Provide investment guidance, market insight and performance reporting.
• Maintain and grow assets under management and support sales efforts of the business.

Skills

Accountability

Budget Management

Investment Management

Relationship Management

Decision Making

Financial Modeling

Communication

Portfolio Management

Valuation

Education

Bachelor's degree

Certifications no required

Licenses no required

Job description

PNC Financial Services Group, Inc. seeks an Investment Advisor Sr within its Private Bank to manage client accounts, advise on asset management strategies, and expand assets under management.

You will deliver the PNC investment experience, provide actionable insights, and support sales through client relationship growth. The role expects deep knowledge of investment strategies, collaboration with specialists, and adherence to risk management policies.