Senior Private Wealth Investment Advisor

PNC; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with PNC match

Stock purchase plan

Job summary

PNC's Private Bank seeks a Senior Investment Advisor to deliver sophisticated wealth solutions in Palm Beach, FL. You will advise on complex portfolios, monitor performance, and collaborate with specialists to optimize client outcomes while growing assets under management.

The role emphasizes risk management, client relationships, and cross-functional cooperation with investment professionals to implement tailored investment strategies for high-net-worth clients.

Qualifications

• Industry experience in investment management and wealth advisory.
• 8+ years of relevant experience in financial services.
• Bachelor's degree; advanced degrees or certifications are desirable.

Responsibilities

• Manage client accounts aligned with client investment objectives and portfolio strategy.
• Provide investment advice, market insights, and performance reporting.
• Grow assets under management and support sales of financial services.
• Apply risk management practices and guidance to investment professionals.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Master's degree desirable

Job description

PNC's Private Bank seeks a Senior Investment Advisor to deliver sophisticated wealth solutions in Palm Beach, FL. You will advise on complex portfolios, monitor performance, and collaborate with specialists to optimize client outcomes while growing assets under management.

The role emphasizes risk management, client relationships, and cross-functional cooperation with investment professionals to implement tailored investment strategies for high-net-worth clients.