Senior Private Bank Investment & Wealth Advisor

Fairygodboss; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Pension and stock purchase plans

Life insurance

Disability protection

Educational assistance

Job summary

PNC's Private Bank in Pittsburgh seeks a Senior Investment Advisor to manage client portfolios and deliver investment experience with market insights. You will work with specialists to monitor strategy health and drive portfolio performance, aligning with client goals.

The role emphasizes risk management, relationship growth, and adherence to PNC policies. A university degree and 8+ years of experience are typical; in-office culture is emphasized.

Qualifications

• University/college degree required.
• 8+ years industry experience.
• Certifications often required.

Responsibilities

• Manage client accounts aligned with investment objectives.
• Provide actionable investment advice and market insights.
• Grow assets under management and support sales efforts.
• Follow risk management practices per policy and guide junior staff.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

PNC's Private Bank in Pittsburgh seeks a Senior Investment Advisor to manage client portfolios and deliver investment experience with market insights. You will work with specialists to monitor strategy health and drive portfolio performance, aligning with client goals.

The role emphasizes risk management, relationship growth, and adherence to PNC policies. A university degree and 8+ years of experience are typical; in-office culture is emphasized.