Investment Advisor Senior - PNC Private Bank

PNC

125d

About The Position

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 Sr Investment Advisor within the PNC Private Bank organization, you will be based in San Antonio, TX. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• 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.

Nice To Haves

• Accountability
• Budget Management
• Competitive Advantages
• Decision Making
• Finance Strategy
• Financial Modeling
• Investment Management
• Relationship Management

Responsibilities

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Provides specialized advice on planned giving, as well as analyzing program health and strategies.
• Delivers the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• Maintains and grows 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.
• Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.

Benefits

• 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
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees