Senior Investment Advisor Job at PNC Financial Services (Washington)

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

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