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PNC Financial Services

Runs a national bank for people and businesses

Investment Advisor Senior

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeRed Bank, NJ, USA

About the Job

Requirements

  • Industry-relevant experience is typically 8 or more years.
  • A university or college degree is typical; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • Higher-level education such as a master's degree, PhD, or certifications is desirable.
  • Specific certifications are often required; no required certifications or licenses are listed for this position.
  • Knowledge and skills in accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management.
  • Competencies include client relationship management, decision making and critical thinking, effective communications, investment consulting, portfolio management, products and services, and value selling.
  • Must demonstrate customer focus by prioritizing customer needs and satisfaction in business decisions and using that information to create customized customer solutions.
  • Must assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

  • Manage accounts in accordance with investment objectives developed with clients.
  • Depending on the line of business, provide specialized advice and partner with specialists supporting portfolio investment strategy, objectives, and strategy health.
  • Deliver the PNC investment experience to clients by providing actionable advice, market insight, and reporting on investment results.
  • Maintain expert-level knowledge of complex investment and asset management strategies.
  • Maintain and grow assets under management.
  • Support and may lead business sales efforts through the introduction and expansion of financial services to clients.
  • Execute risk management practices by adhering to PNC policies and procedures.
  • May help provide direction to investment professionals.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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