Senior Investment Advisor - Pnc Private Bank jobs at Pnc in United States, Pittsburgh
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Company (1)
Job type
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Job title (1)
United States
State
Pittsburgh
80 jobs found
20.09.2024
PNC
PNC Senior Investment Advisor - PNC Private Bank United States, Pennsylvania, Pittsburgh
Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing...
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance...
Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity...
Licensing requirements: FINRA Series 7/63 (66). Partners with senior team members to support the trading process and execution of capital markets transactions. Provides sales, service and execution support for new...
Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures...
Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. Reconciles complex transactions of high risk and financial value in accordance...
Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. Processes and/or reconciles complex transactions of varying risk and financial value...
Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing...
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