Senior Investment Advisor - Private Wealth, Erie
PNC Financial Services Group, Inc.
PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Erie, PA, to serve as a trusted investment consultant for a diverse client portfolio. You will develop and implement customized strategies, provide timely market insights, and deliver sophisticated portfolio solutions designed to navigate changing markets with confidence. You will build long-term client relationships, collaborate with wealth strategists, and drive growth by expanding relationships and assets under #J-18808-Ljbffr PNC Financial Services Group, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Advisor - Private Wealth, Erie in Brooklyn, NY vacancy
- ...contribute to the company’s success. As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. As an Investment Advisor, you will... ...financial decisions. Partner closely with wealth strategists, trust professionals, banking...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at officeLocal area
$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...in navigating complex growth, investment and divestiture scenarios.... .... Our clients include asset, wealth, and investment advisers and...SeniorPrivateLocal areaVisa sponsorship- Job SummaryAs a Senior Associate and AI Product Owner... ...in our Asset & Wealth Management Finance team... ...front office Finance or investment management teamsStrong... ...investment management and private banking solutions.... ...provides individuals, advisors and institutions with...SeniorPrivateWork at office
- PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will collaborate with planning resources and retain and grow assets under management by deepening client relationships...SeniorPrivate
- ...Chase & Co. in New York seeks a Senior Tax Strategist to join the Tax Strategy team within Private Advisory, delivering thought leadership and tax-efficient wealth structuring guidance to high‑... ...legal experts to craft bespoke investment structures. #J-18808-Ljbffr JPMorgan...SeniorPrivate
- Join JPMorganChase Wealth Management's Chief Data Office, a collaborative... ...and today we are a leader in investment banking, consumer and small... ...investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with...SeniorPrivateWork at office
- Sage Search Partners in Oklahoma City is seeking a mid to senior level financial advisor to join our private, $1B+ AUM multi-family office. You will work with senior leadership on sophisticated client work—business sales, asset allocations, estate planning, and charitable...SeniorPrivateWork at office
- ...Product Owner for Managed Investments, you will act on... ...shaping the future of wealth management advisory solutions... ...meaningful impact on advisors and their clients!... ...to use across the U.S. Private Bank and U.S. Wealth... ...transformative program with strong senior leadership support and...SeniorPrivateWork at office
$117k - $175k
...monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand... ...relationships with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateWork at officeShift workDay shift- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...SeniorPrivate
- ...analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under management by working with clients, prospective clients, and Centers of...SeniorPrivate
- PNC Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory compliance. The role requires strong risk management and client communication. Based in Cleveland...SeniorPrivateWork at office
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...Senior
- ...Education Consultant and Wealth Advisor page is loaded## Education Consultant and Wealth Advisorremote... ...opportunity to join our Retirement and Private Wealth Team!As an Education Consultant... ...savings plans (IRA, 529, Non-qualified investments, etc.)* Maintain a level of Operational...PrivateWork experience placementLocal areaImmediate startFlexible hours
HUB International
Brooklyn, NY3 days ago - ...(Switzerland) AG in San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline... ...to develop new techniques and improve processes within private client coverage. Responsibilities include proactive client engagement...Senior
- ...how often (in days) to receive an alert: Private Wealth Banker Location: Tulsa -TUL Areas of... ...NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ...Based Summary Acting as a trusted advisor, finding and recommending the right financial...PrivateLocal area
BOK Financial
Brooklyn, NY22 hours ago - ...Associate or Sr. Associate to support the firm’s infrastructure investments. You will build and maintain financial models, support... ...projects. The role requires a Bachelor’s degree, 3-6 years in private equity or infrastructure finance, advanced Excel, and strong communication...SeniorPrivate
$100k - $150k
...build a fulfilling career.Join us as a Senior Recruiter, Investor ServicesAs a... ...financial services (required); knowledge of wealth management, asset management and... ...the boundaries of innovation. As a private partnership, every investment we make is in the relationships,...SeniorPrivateFull timeLocal areaFlexible hours- ...Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they... ...financial services industry with Private Wealth Management experience preferred ~...PrivateWork experience placementShift work
Chase
Jersey City, NJ22 hours ago - EisnerAmper in New York seeks a senior Business Development Executive for Private Client Services to originate new HNW and UHNW client relationships across... ...solutions. You will build deep strategic relationships with wealth managers, private banks, RIAs, family offices and law...PrivateWork at office
- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate... ...regulations. Responsibilities include coordinating investments, estate planning support, and staff education to maximize...Senior
- Range is seeking an experienced Senior Financial Planner to craft comprehensive... ...will collaborate with a team of advisors to apply subject matter expertise... ...leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback...Senior
- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and... ...onboard new relationships, and collaborate across tax, legal, and investment teams to deliver a holistic financial plan. You will mentor...Senior
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... ...deliver integrated solutions across deposits, investments, credit, home lending, and business... ...collaboration with internal partners across Wealth, Home Lending, and Business Banking to...SeniorPrivateTemporary workWork experience placementImmediate startWells Fargo
Brooklyn, NY3 days ago- Citibank (Switzerland) AG is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Brooklyn, NY. The role focuses on deepening... ...-net-worth clients, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet...Senior
- ...financial planning to high-net-worth clients, collaborating with private bankers and senior planners to provide analyses and recommendations. This... ..., and helping integrate planning insights into broader wealth management strategies while staying current on regulatory considerations...Private
$88.58k - $147.6k
...Job Overview: The AVP, Senior Trustee Consultant... ...owned subsidiary The Private Trust Company. Our innovative... ...helps independent advisors and RIAs by providing... ...Advisors to maintain investment management and relationship... ...the fastest growing wealth management firms in the...SeniorPrivateWork at officeWork from home$131.67k - $160.93k
...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and...PrivateTemporary workWork experience placementLocal areaU.S. Bank
Brooklyn, NY4 days ago- Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions. The role requires FINRA registrations and mortgage license...Senior
$110k - $135k
...Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present... ...Net Worth (UHNW) clients. You’ll serve as a trusted advisor and subject matter expert, helping clients navigate...SeniorTemporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor - Private Wealth, Erie. Be the first to apply!
Related searches
- investment consultant Brooklyn, NY
- investment advisor Brooklyn, NY
- senior network engineer remote Brooklyn, NY
- senior app developer Brooklyn, NY
- senior manager legal Brooklyn, NY
- sr project manager Brooklyn, NY
- senior account executive Brooklyn, NY
- senior manager strategic initiatives Brooklyn, NY
- senior staff systems engineer Brooklyn, NY
- senior commercial counsel Brooklyn, NY