Investment Advisor Senior - PNC Private Bank
Quantitative Marketing(1 month ago)
About this role
A Senior Investment Advisor in PNC’s Private Bank, based in Naples, FL, provides high-touch wealth management and strategic investment guidance to clients. The role acts as a trusted advisor within the private banking organization, focused on delivering PNC’s investment experience and supporting client financial goals while contributing to business growth.
Required Skills
- Investment Management
- Financial Modeling
- Relationship Management
- Portfolio Management
- Decision Making
- Communication
- Sales
- Risk Management
- Wealth Advisory
Qualifications
- Bachelors
About Quantitative Marketing
pnc.comPNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.
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