Senior Investment Advisor

Role Overview

• Manages accounts in accordance with investment objectives that have been developed with the client
• Provides specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
• Maintains expert level knowledge of complex investment and asset management strategies
• Responsible for maintaining and growing assets under management
• Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client
• Executes risk management practices through adherence to PNC's policies and procedures
• May help provide direction to investment professionals

Requirements

• 8+ years of industry relevant experience
• University / college degree is typically required
• Higher level education such as a Masters degree, PhD, or certifications is desirable
• Specific certifications are often required
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level; and years of service