Senior Investment Advisor – Private Wealth Strategy

PNC Financial Services Group, Inc.; United States; Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision

Life insurance

Disability insurance

401(k) with match

Pension & stock purchase

Dependent care

Education assistance

Wellness program

Paid time off & holidays

Résumé du poste

PNC Financial Services Group, Inc. in Pittsburgh, PA seeks a Senior Investment Advisor to manage client accounts, deliver investment advice, and grow assets under management within the Private Bank.

Ideal candidate has an MBA, CFP and/or CFA, with 8+ years of industry experience and a track record in client relationships, risk management, and teamwork. This in-office role offers a competitive compensation package and comprehensive benefits.

Qualifications

• Bachelor's degree required.
• MBA/CFP/CFA preferred.
• 8+ years of industry experience.

Responsabilités

• Manage client accounts aligned with client investment objectives.
• Provide specialized advice and coordinate with portfolio specialists.

Connaissances

Investment Management

Relationship Management

Decision Making

Finance Strategy

Financial Modeling

Accountability

Budget Management

Competitive Advantages

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. in Pittsburgh, PA seeks a Senior Investment Advisor to manage client accounts, deliver investment advice, and grow assets under management within the Private Bank.

Ideal candidate has an MBA, CFP and/or CFA, with 8+ years of industry experience and a track record in client relationships, risk management, and teamwork. This in-office role offers a competitive compensation package and comprehensive benefits.