Investment Advisor Sr

About this role

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 an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA.

As an Investment Advisor, you will serve as the trusted investment consultant for a diverse portfolio of clients. You will develop and implement customized investment strategies, provide timely market insights, and deliver sophisticated portfolio solutions designed to help clients navigate changing market environments with confidence.

In this role, you will: * Build and deepen long-term client relationships through proactive advice, exceptional service, and a commitment to understanding each client's unique financial objectives.

* Construct, implement, and monitor customized investment portfolios aligned with client goals, risk tolerance, and evolving market conditions.

* Deliver actionable investment guidance, market perspectives, and portfolio reviews that help clients make informed financial decisions.

* Partner closely with wealth strategists, trust professionals, banking partners, and other specialists to provide comprehensive wealth management solutions.

* Drive growth by identifying opportunities to expand existing relationships, attract new clients, and increase assets under management.

* Serve as a visible representative of the organization within the local market, fostering relationships with clients, centers of influence, and community partners.

* Maintain a high level of expertise in investment markets, asset allocation, portfolio construction, and wealth management strategies.

* Execute sound risk management practices while adhering to regulatory requirements and firm policies.

* Mentor and collaborate with investment professionals to promote a culture of excellence and client-focused advice.

What Makes This Opportunity Unique * This position offers the opportunity to manage meaningful client relationships while leveraging the resources, research capabilities, and specialized expertise of a leading investment organization.

* The successful candidate will enjoy significant autonomy in developing client solutions, meaningful opportunities for business development, and the ability to make a direct impact on the growth of the Northwest Pennsylvania market.

Ideal Candidate Profile * Proven experience advising high-net-worth individuals, families, or institutional clients.

* Strong investment acumen and portfolio management expertise. Demonstrated ability to build trust, cultivate relationships, and grow assets under management.

* Passion for delivering an exceptional client experience and serving as a trusted financial advisor.

* Strong communication, presentation, and business development skills.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.  

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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 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.

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)

Licens

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