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Senior Investment Advisor Jobs (NOW HIRING)

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Washington D.C. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

As an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Pittsburgh, PA. Ideal candidate will have a MBA, CFP, and/or a CFA. PNC is an in-office company that fosters a ...

Sr Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of proprietary tools and can run it and begin to contribute to client meetings. Responsible ...

Sr Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of proprietary tools and can run it and begin to contribute to client meetings. Responsible ...

Sr Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of proprietary tools and can run it and begin to contribute to client meetings. Responsible ...

Showing results 21-40

Senior Investment Advisor information

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$138K

How much do senior investment advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for senior investment advisor in the United States is $130,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $137,000.00 per year, depending on experience, location, and employer.

What are some common challenges senior investment advisors face when managing client portfolios, and how are they typically addressed?

Senior Investment Advisors often encounter the challenge of balancing clients' risk tolerance with their long-term financial goals, especially during periods of market volatility. Effective communication is key—advisors must regularly update clients, provide clear explanations of market movements, and adjust strategies as needed. Additionally, staying current with regulatory changes and new investment products requires ongoing professional development. Advisors typically address these challenges through robust client relationship management, continuous education, and collaboration with research analysts and compliance teams.

What is a senior investment advisor?

Senior Investment Advisors are experienced financial professionals who provide guidance to clients on investment strategies, portfolio management, and financial planning. They typically work with high-net-worth individuals, families, or institutional clients to help them achieve their financial goals. Senior Investment Advisors analyze market trends, assess risk tolerance, and recommend investment options tailored to each client's needs. Their role often involves building long-term relationships, monitoring portfolios, and making adjustments as market conditions change.

What is the difference between Senior Investment Advisor vs Investment Advisor?

AspectSenior Investment AdvisorInvestment Advisor
CertificationsCFP, CFA, Series 7/63/65CFP, CFA, Series 7/63/65
ExperienceTypically 5+ years, leadership rolesEntry to mid-level experience
Work EnvironmentFinancial firms, private banks, wealth managementFinancial firms, independent practice, banks
ResponsibilitiesAdvanced client planning, mentorship, complex portfoliosClient advising, portfolio management, sales

The main difference is that Senior Investment Advisors usually have more experience, advanced certifications, and handle complex client needs, often mentoring junior advisors. Investment Advisors are generally earlier in their careers, focusing on client acquisition and basic portfolio management.

What are the key skills and qualifications needed to thrive as a senior investment advisor, and why are they important?

To thrive as a Senior Investment Advisor, you need deep expertise in financial analysis, portfolio management, and investment strategies, usually supported by a finance degree and certifications such as the CFA or CFP. Proficiency with financial modeling software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, strategic thinking, and client relationship management set top performers apart in this role. These capabilities are crucial for building trust, delivering sound financial advice, and achieving clients' investment goals in a dynamic market environment.
What cities are hiring for Senior Investment Advisor jobs? Cities with the most Senior Investment Advisor job openings:
What are the most commonly searched types of Investment Advisor jobs? The most popular types of Investment Advisor jobs are:
What states have the most Senior Investment Advisor jobs? States with the most job openings for Senior Investment Advisor jobs include:
Infographic showing various Senior Investment Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $130,389 per year, or $62.7 per hour.

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 345 frontline employees who took The Breakroom Quiz

93rd of 170 rated banks


Job description

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 an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA.
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.
Job Description
  • 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.

PNC 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 PNC's Enterprise Risk Management Framework.

Qualifications
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.
Preferred Skills
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
Work Experience
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.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.
In addition, PNC generally provides the following paid time off, depending on your eligibility: 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 pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, 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 877-968-7762 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 to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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