Senior Investment Advisor, Private Wealth Growth

PNC Financial Services Group, Inc.; Troy (MI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical / Prescription drug coverage (

Dental & vision options

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Job summary

PNC Financial Services Group, Inc. seeks a Senior Investment Advisor for its Private Bank in Troy, MI. The role focuses on managing client portfolios, delivering market insights, and growing assets under management while collaborating with specialists to optimize investment strategies.

Ideal candidates bring extensive investment management experience, strong client relationship skills, and the ability to execute risk management practices in alignment with PNC policies.

Qualifications

• University/college degree required.
• Industry experience 8+ years typically expected.
• Certifications often required or desirable.

Responsibilities

• Manage accounts per client investment objectives.
• Provide specialized advice and collaborate with portfolio specialists.
• Deliver investment experience with actionable advice and reporting.
• Maintain expert knowledge of complex investment strategies.
• Grow assets under management.
• Support and potentially lead sales efforts for financial services.

Skills

Investment Management

Relationship Management

Client Advisory

Financial Analysis

Market Insight

Communication

Portfolio Strategy

Finance Strategy

Education

Bachelor's degree

Masters or certifications desirable

Job description

PNC Financial Services Group, Inc. seeks a Senior Investment Advisor for its Private Bank in Troy, MI. The role focuses on managing client portfolios, delivering market insights, and growing assets under management while collaborating with specialists to optimize investment strategies.

Ideal candidates bring extensive investment management experience, strong client relationship skills, and the ability to execute risk management practices in alignment with PNC policies.