Senior Investment Advisor — Private Wealth Growth & Strategy

Fairygodboss

Erie (Erie County)

On-site

USD 110,000 - 140,000

Full time

9 days ago

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Benefits offered by this job

401(k) with PNC match

Health, dental and vision insurance

Paid time off & holidays

Job summary

PNC in Erie, PA, is seeking an experienced Senior Investment Advisor within its Private Bank to manage a diverse client portfolio and deliver sophisticated investment strategies. You will build long-term relationships, provide market insights, and collaborate with wealth strategists to offer comprehensive wealth management solutions.

This role emphasizes autonomy in delivering tailored client solutions, business development opportunities, and growth of assets under management in the Northwest

Qualifications

Proven experience advising high-net-worth individuals, families, or institutional clients.
Strong investment acumen and portfolio management expertise.
Ability to build trust, cultivate relationships, and grow assets under management.

Responsibilities

Manages accounts in accordance with client objectives and investment strategy.
Delivers actionable investment advice, market insight and reporting on results.
Maintains expert knowledge of complex investment and asset management strategies.
Maintains and grows assets under management; supports sales efforts with clients.
Executes risk management and adheres to firm policies.

Skills

Client Relationships

Relationship Management

Investment Management

Portfolio Management

Financial Modeling

Decision Making

Finance Strategy

Account Management

Education

Bachelors

Job description

This role emphasizes autonomy in delivering tailored client solutions, business development opportunities, and growth of assets under management in the Northwest

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