Senior Investment Advisor, Private Wealth (Palm Beach)

PNC Financial Services Group; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Health savings account

Comprehensive medical/dental/vision

Education assistance

Job summary

PNC Financial Services Group in Palm Beach, Florida is seeking a Senior Investment Advisor within Private Bank to deliver expert investment guidance and portfolio oversight for high net-worth clients. The role focuses on growing assets under management, providing market insight, and coordinating with specialists to align strategies with client objectives.

Successful candidates typically have 8+ years of industry experience, a university degree, and relevant certifications.

Qualifications

• Roles at this level typically require a university / college degree.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• Industry relevant experience is typically 8+ years.

Responsibilities

• Manage accounts in line with client objectives and investment strategy.
• Provide actionable investment advice, market insight and reporting on results.
• Maintain and grow assets under management and support sales efforts.
• Ensure risk practices align with PNC policies and may guide investment professionals.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's

Job description

PNC Financial Services Group in Palm Beach, Florida is seeking a Senior Investment Advisor within Private Bank to deliver expert investment guidance and portfolio oversight for high net-worth clients. The role focuses on growing assets under management, providing market insight, and coordinating with specialists to align strategies with client objectives.

Successful candidates typically have 8+ years of industry experience, a university degree, and relevant certifications.