Senior Investment Advisor, Private Wealth – Pittsburgh

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability protection

401(k) with matching contributions

Pension and stock purchase plans

Dependent care reimbursement

Parental leave / adoption support

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. seeks an Investment Advisor Senior based in Pittsburgh, PA, to manage client accounts within Private Bank, delivering customized investment strategies and regular performance reporting.

The ideal candidate will hold an MBA, CFP, and/or CFA, with 8+ years of experience and strong relationship management skills; in-office culture and customer-focused service are emphasized.

Qualifications

• MBA, CFP, and/or CFA preferred.
• Experience aligned with private wealth or investment management.
• 8+ years of industry experience.
• Strong understanding of investment strategies and risk management.

Responsibilities

• Manage accounts per client investment objectives and coordinate with specialists.
• Provide actionable investment guidance, market insights, and performance reporting.
• Grow assets under management and support sales efforts within Private Bank.
• Adhere to PNC policies and risk management frameworks.

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, Inc. seeks an Investment Advisor Senior based in Pittsburgh, PA, to manage client accounts within Private Bank, delivering customized investment strategies and regular performance reporting.

The ideal candidate will hold an MBA, CFP, and/or CFA, with 8+ years of experience and strong relationship management skills; in-office culture and customer-focused service are emphasized.