Senior Investment Advisor recruitment

A Fortune 500 company, PNC is one of the largest and most respected banks in the country. But that doesn't mean we speak in banking lingo or hide behind spreadsheets. In fact, it's our down-to-earth approach with customers that's put us on the map.

We see how work/life balance, green initiatives, a family-friendly outlook, and social responsibility make for happier employees. And happy employees make for very happy customers.

As an Investment Advisor and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.

In a typical day, you will consult with clients to develop an investment policy statement defining the investment strategy for the relationship. With your technical investment expertise, you will construct and execute a broad based investment portfolio which includes multiple asset classes based on the investment policy statement and PNC's investment strategy, monitor and implement recommended portfolio changes, and conduct periodic investment meetings with clients. You will also communicate investment performance relative to benchmarks and reconcile the results with the stated objectives. Using your communication skills and salesmanship, you will proactively introduce investment solutions and new ideas, acquire additional assets from existing clients, obtain referrals from satisfied clients and support the sales team in securing new relationship.

The successful candidate will have the following qualifications:

  • Bachelor's degree required.
  • Series 7 and 66 Licenses are required. If not currently holding the Series 7 and 66 licenses, the licenses must be acquired within six months of hire date.
  • CFA, CFP or other professional certification preferred.
  • Generally 10 + years related experience in financial services industry.
  • Demonstrated technical investment expertise.
  • Leadership and relationship management skills.
  • Presentation skills.
  • Profiling skills.
  • Must have solid understanding of financial markets.
  • Must be able to effectively communicate at all levels, internally and externally.
  • Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction.

    • As part of our commitment to balance, we offer a comprehensive benefits package, with both full- and part-time benefits designed to provide high-quality coverage at affordable costs. We understand the importance of health and wellness, fair salaries, time away, and opportunities to learn and grow.

    PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO