Investment Advisor Sr

PNC•Jacksonville, FL

1d•Onsite

About The Position

At PNC, the people are the greatest differentiator and competitive advantage. The company is united in delivering the best experience for customers and fosters an inclusive workplace culture where employees feel respected, valued, and have an opportunity to contribute to the company’s success. This role is for a Senior Investment Advisor within PNC's Private Bank organization, based in Jacksonville, FL. PNC operates as an in-office company, promoting a supportive culture for employee growth and balance. Candidates are encouraged to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. The Senior Investment Advisor manages client accounts according to developed investment objectives, potentially offering specialized advice and partnering with specialists on portfolio investment strategy. This role is responsible for delivering the PNC investment experience, providing actionable advice, market insights, and reporting on investment results. It requires expert knowledge of complex investment and asset management strategies, and involves maintaining and growing assets under management. The advisor also supports and may lead sales efforts by introducing and expanding financial services to clients, and executes risk management practices in adherence to PNC's policies. The position may also involve providing direction to other investment professionals.

Requirements

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 (Customer Focused).
Able to assess and effectively manage all of the risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework (Managing Risk).
Demonstrate appropriate knowledge, skills, and abilities for a role.
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling
Bachelor's degree.
Typically 8+ years of industry relevant experience.
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
Higher level education such as a Masters degree, PhD, or certifications is desirable.

Responsibilities

Manages accounts in accordance with investment objectives that have been developed with the client.
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.
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.