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Senior Investment Advisor

PNC Financial Services

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Location:
United States of America , Washington

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Category:
Finance

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Contract Type:
Not provided

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Salary:

104000.00 - 276900.00 USD / Year
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Job Description:

As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Washington, DC. 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.

Job Responsibility:

  • Manages accounts in accordance with investment objectives 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 the adherence to PNC's policies and procedures
  • May help provide direction to investment professionals

Requirements:

  • University/college degree
  • Industry relevant experience is typically 8+ years
  • Higher level education such as a Masters degree, PhD, or certifications is desirable
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
  • Customer Focused
  • Managing Risk
  • Skills: Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
  • Competencies: Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
What we offer:
  • 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
  • Robust wellness program with financial incentives
  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 9 occasional absence days each year
  • Between 15 to 25 vacation days each year, depending on career level and years of service

Additional Information:

Job Posted:
March 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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