Sr. Investment Advisor

Company:	PNC Financial Services Group, Inc. Company Profile \| Current Opportunities (142)
Job Location(s):	Bethesda
Employment Term:	Regular
Employment Type	Full Time
Start Date:	As soon as possible
Starting Salary Range:	Not Provided
Required Education:	Bachelor's Degree
Required Experience:	Open
Related Categories:	Banking - General, Banking - Management, Investment - Management

Position Description


Auto req ID	86355BR
Position Title	Sr. Investment Advisor
Line of Business	Asset Management
City	MD - Bethesda
Building Location Code	MD228 - Bethesda - Montgomery
Job Type	Regular
Job Status	Full Time
Job Description	As a Sr. Investment Advisor and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms with over $73 billion in assets under management and more than 47 offices in 10 states and Washington, D.C. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals. Your position will be based in Bethesda, MD. You will report to a Wealth Management Team Director. In a typical day, you will consult with clients to develop an investment policy statement defining the investment strategy for the relationship. With your technical investment expertise, you will construct and execute a broad based investment portfolio which includes multiple asset classes based on the investment policy statement and PNC's investment strategy, monitor and implement recommended portfolio changes, and conduct periodic investment meetings with clients. You will also communicate investment performance relative to benchmarks and reconcile the results with the stated objectives. Using your communication skills and salesmanship, you will proactively introduce investment solutions and new ideas, acquire additional assets from existing clients, obtain referrals from satisfied clients and support the sales team in securing new relationship. The successful candidate will have the following qualifications: Bachelor's degree required. CFA, CFP or other professional certification preferred. Generally 8 + years related experience in financial services industry. Demonstrated technical investment expertise. Leadership and relationship management skills. Presentation skills. Profiling skills. Must have solid understanding of financial markets. Must be able to effectively communicate at all levels, internally and externally. Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction. PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO
Total Hours Per Week	40
Scheduled Days/Hours	8:30 to 5:00
Travel	<20%
HR Job Code	C07659 SR INVESTMENT ADVISOR