Investment Advisor Senior

PNC•San Diego, CA

4d•Onsite

About The Position

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.

Requirements

University / college degree.
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.
Bachelors degree.
No Required Certification(s).
No Required License(s).

Nice To Haves

Higher level education such as a Masters degree, PhD, or certifications is desirable.
Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling

Responsibilities

Manages accounts in accordance with investment objectives that have been developed with the client.
Provides specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy.
Delivers 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.
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.
May help provide direction to 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
9 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.