Senior Investment Advisor - Private Wealth Growth (Palm Beach)

PNC Financial Services Group, Inc.; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with match

Paid time off

Job summary

PNC's Private Bank in Palm Beach, FL, seeks an Investment Advisor Sr to deliver sophisticated investment guidance and expert portfolio management. You will build lasting client relationships, translate objectives into strategies, and drive growth within the client base.

As part of a collaborative in-office team, you will maintain deep knowledge of market conditions, comply with risk management standards, and partner with specialists to optimize outcomes for high-net-worth clients.

Qualifications

• 8+ years of relevant industry experience.
• Bachelor's degree required.
• No required Certifications or Licenses.

Responsibilities

• Manages accounts in accordance with investment objectives developed with clients.
• Delivers investment experience with actionable advice, market insights and reporting on results.
• Maintains and grows assets under management; supports and may lead sales through expanding financial services.
• Executes risk management practices in line with firm policies and procedures.

Skills

Investment Management

Financial Modeling

Decision Making

Portfolio Management

Client Relationship Management

Effective Communications

Relationship Management

Finance Strategy

Accountability

Budget Management

Competitive Advantages

Critical Thinking

Products and Services

Value Selling

Communication Skills

Education

Bachelor's

Job description

PNC's Private Bank in Palm Beach, FL, seeks an Investment Advisor Sr to deliver sophisticated investment guidance and expert portfolio management. You will build lasting client relationships, translate objectives into strategies, and drive growth within the client base.

As part of a collaborative in-office team, you will maintain deep knowledge of market conditions, comply with risk management standards, and partner with specialists to optimize outcomes for high-net-worth clients.