Senior Investment Advisor — Private Wealth Portfolio Strategy

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 120.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical/prescription coverage

401(k) with PNC match

Up to 11 paid holidays

Zusammenfassung

PNC Financial Services Group, Inc. is seeking an Senior Investment Advisor within its Private Bank in Pittsburgh, PA. The role focuses on managing client portfolios, delivering actionable investment advice, and maintaining relationships to grow assets under management.

The position emphasizes expertise in complex investment strategies, risk management, and collaboration with specialists to support client objectives. In-office environment with emphasis on balance and inclusion.

Qualifikationen

• University/college degree required; advanced degrees desirable.
• Industry relevant experience typically 8+ years.
• In lieu of a degree, a comparable combination of education and experience may be considered.

Aufgaben

• Manages accounts in accordance with investment objectives developed with the client.
• Provide specialized advice and partnership with specialists supporting portfolio strategy and health.
• Deliver the investment experience to clients with actionable advice, market insight and reporting on results.
• Maintain and grow assets under management; support and may lead sales efforts of the business.

Kenntnisse

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Ausbildung

Bachelor's degree

Advanced degree / certifications desirable

Jobbeschreibung

PNC Financial Services Group, Inc. is seeking an Senior Investment Advisor within its Private Bank in Pittsburgh, PA. The role focuses on managing client portfolios, delivering actionable investment advice, and maintaining relationships to grow assets under management.

The position emphasizes expertise in complex investment strategies, risk management, and collaboration with specialists to support client objectives. In-office environment with emphasis on balance and inclusion.