Investment Advisor Sr

PNC•Red Bank, NJ

9h•$159,600 - $296,400•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Investment Advisor Sr role is part of PNC's Private Bank organization and is based in Red Bank, New Jersey. The position is in-office; candidates are encouraged to discuss workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role manages client accounts in accordance with investment objectives developed with clients. Depending on the line of business, the advisor may provide specialized advice and partner with specialists to support portfolio investment strategy, objectives, and strategy health. The advisor delivers the PNC investment experience through actionable advice, market insight, and investment-results reporting, while maintaining expert knowledge of complex investment and asset-management strategies. The advisor is responsible for maintaining and growing assets under management and supports, and may lead, business sales efforts by introducing and expanding financial services for clients. The role executes risk-management practices by adhering to PNC policies and procedures and may help direct investment professionals. PNC emphasizes customer focus and effective management of risks within its Enterprise Risk Management Framework. The role typically requires a bachelor's degree and 8 or more years of industry-relevant experience. A higher degree or certifications are desirable, and specific certifications are often required generally for roles at this level; however, this posting lists no required certifications or licenses. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in place of a degree. Base salary is $159,600 to $296,400, with incentive eligibility based on company, business, and/or individual performance. The position is expected to be posted for two business days from October 23, 2026, subject to extension at PNC's discretion.

Requirements

Bachelor's degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
Typically 8 or more years of industry-relevant experience.
Demonstrate the knowledge, skills, and abilities appropriate to the role.
No required certification is listed.
No required license is listed.

Nice To Haves

Higher-level education such as a master's degree or Ph.D.
Certifications; the posting notes that specific certifications are often required for roles at this level, while listing none as required for this position.
Accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management skills.
Competencies in client relationship management, decision making and critical thinking, effective communications, investment consulting, portfolio management, products and services, and value selling.

Responsibilities

Manage client accounts in accordance with investment objectives developed with clients.
Provide specialized advice and partner with specialists, as applicable, to support portfolio investment strategy, objectives, and strategy health.
Deliver actionable investment advice, market insight, and reporting on investment results to clients.
Maintain expert-level knowledge of complex investment and asset-management strategies.
Maintain and grow assets under management.
Support and potentially lead sales efforts by introducing and expanding financial services for clients.
Execute risk-management practices and adhere to PNC policies and procedures.
May help provide direction to investment professionals.
Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
401(k) with PNC match.
Pension plan.
Stock purchase plan.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and eligibility.