Senior Investment Advisor - PNC Private Bank Job at PNC Financial Services Group, Baltimore, MD

L2tHMHFoWkhIdFYyVTl0c2tZRzRsbFNielE9PQ==
  • PNC Financial Services Group
  • Baltimore, MD

Job Description

Job Description

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Baltimore, MD.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

Job Description
  • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
  • 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. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred 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

Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is 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.

Education Bachelors

Certifications No Required Certification(s)

Licenses No Required License(s)

Pay Transparency

Base Salary: $80,000.00 – $234,300.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 07/24/2024, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Tags

Holiday work, Full time, Temporary work, Part time, Work experience placement, Remote job,

Similar Jobs

Charter Homes & Neighborhoods

Project Manager of Architectural Rendering Job at Charter Homes & Neighborhoods

 ...We are looking for a talented Project Manager to lead our architectural rendering production process to keep pace with the growth of our...  ...architectural portfolio. The ideal candidate will possess prior experience leading production rendering teams to produce high-quality,... 

Infinity Resources - Medical Recruitment & Consulting

Nocturnist Physician Job at Infinity Resources - Medical Recruitment & Consulting

 ...Pittsburgh, Pennsylvania. ~7 on, 7 off shifts with a block schedule. ~ One nocturnist and APP on night shift. ~ Additional moonlighting opportunities are available. ~ Staffed with Advanced Provider support (PA or NP) coverage daily. ~ Hospital offers a full... 

Little Blossom Montessori School

PRE-SCHOOL ADMINISTRATOR / DIRECTOR Job at Little Blossom Montessori School

Little Blossom Montessori School at Aurora, IL welcomes applications for an ADMINISTRATOR / DIRECTOR to work with the Head of school for the day to day administration of the school. Little Blossom Montessori School follows the Montessori educational methods. We offer... 

Discount Tire

Customer Service-Tire Technician Job at Discount Tire

 ...Job Description Overview: Tire Technician Part-Time Morning Shift Dysart & Mcdowell 7:30AM - 1PM Discount Tire 13213 W Mcdowell Rd Goodyear, AZ, 85395 Overview The Tire Technician is the backbone of our success and is the first step in your... 

REQ Solutions

Senior UI/UX Designer with Insurance Domain Experience Job at REQ Solutions

 ...Role: Senior UI/UX Designer with Insurance Domain Experience Location: Jersey City, NJ 07302 (Hybrid 1 day onsite in week) Duration: 11 Months with potential to extension Job Description: Seeking a talented UX Strategist to guide its evolution. This role...