Senior Advisor
Listed on 2026-10-16
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Sales
Client Relationship Management, Financial Sales
Job Description Manages a variety of business aspects including client/investor relationships, client acquisition and outreach, and business/transaction execution. Leads client engagement negotiation and new business development. Has a proven track record in client acquisition, client relationship management and execution of transactions. 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 our Enterprise Risk Management Framework.
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.
Competencies- Customer Acquisition
- Customer Relationship Management (CRM)
- Decision Making and Critical Thinking
- Leadership
- Marketing Strategy and Positioning
- Negotiating
- Team Management
Roles at this level typically require a university / college degree as well as a Masters degree, PhD, or certifications. Industry-relevant experience is typically 8+ years. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesSIE and FINRA Series 63 and 82 licenses required (may be obtained within 120 days post hire).
Language AssessmentsNo Required or Preferred Language Assessments
Pay TransparencyBase Salary: $ – $ Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
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
To learn more about these and other programs, including benefits for full time and part-time employees, visit
Disability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at Please include “accommodation request” in the subject line title and be sure to include your name, the job , and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance.
All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation…
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