Senior Investment Advisor - PNC Private Bank
Listed on 2026-10-05
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Finance & Banking
Portfolio & Asset Management, Wealth Management
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 a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Troy, MI.
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.
- 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.
- Accountability
- Budget Management
- Competitive Advantages
- Decision Making
- Finance Strategy
- Financial Modeling
- Investment Management
- Relationship Management
- Client Relationship Management
- Decision Making and Critical Thinking
- Effective Communications
- Investment Consulting
- Portfolio Management
- Products and Services
- Value Selling
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.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesNo Required License(s)
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
- years of service
If 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.
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