PNC · 1 week ago
Investment Advisor Senior - PNC Private Bank
FL - Naples (34103)
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expPNC is a financial services company that emphasizes inclusive workplace culture and customer experience. The Investment Advisor Senior role involves managing client accounts, delivering investment advice, and growing assets under management while adhering to risk management practices.
BankingFinanceFinancial Services
No H1B
Responsibilities
Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide 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. Additionally 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 the adherence to PNC's policies and procedures. May help provide direction to investment professionals
Qualification
Required
University / college degree
Higher level education such as a Masters degree, PhD, or certifications is desirable
Industry relevant experience typically 8+ years
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
Bachelors
Preferred
Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
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
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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