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Investment advisor Jobs in Charlotte, NC

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Investment advisor • charlotte nc

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Investment Advisor Senior - PNC Private Bank

PNC Bank NACharlotte , NC
Full-time +1

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 sup... Show more

Associate - Investment Accounting

Asana PartnersCharlotte, NC, United States
Full-time

Asana Partners Investment Accounting Associate.Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and re... Show more

Investment Banking Analyst

MUFGCharlotte, NC, United States
$100,000.00 yearly
Full-time

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagemen... Show more

Investment Advisor Representative

The Pelora GroupCharlotte, NC, United States
Full-time

Investment Advisor Representative (IAR).Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you... Show more

Investment Compliance Analyst

PSG Global SolutionsCharlotte, NC, United States
Permanent

We're passionate about recruiting and staffing professionals and guarantee the quality of our resources.We provide contract, contract-to-hire and direct hire professionals.We know the best fit requ... Show more

Director, Investment Sales

Marcus & MillichapCharlotte, NC, United States
Full-time

Marcus & Millichap Commercial Real Estate Brokerage.Founded in 1971, Marcus & Millichap is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and... Show more

Analyst, Investment Performance

00015 Ameriprise Financial Services, LLC.Charlotte, North Carolina
Full-time +1

As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those... Show more

Analyst, Investment Data Analytics

Lincoln FinancialCharlotte, NC, US
Full-time

Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania).Hybrid : Employee will work 3 days a week in a Lincoln office.Lincoln's Investment Data & Analytics te... Show more

Controller Investment & Fiduciary Services

U.S. BancorpCharlotte, NC, United States
Full-time

Controller - Investment & Fiduciary Services.The Controller - Investment & Fiduciary Services leads accounting and financial reporting for the firm's trust, wealth management, asset management, fid... Show more

 • New!

Mid-Level Investment Professional- Investment Research Group

Global Endowment ManagementCharlotte, NC, United States
Full-time

Investment Research Group Professional.GEM is seeking a mid-level investment professional to join our Investment Research Group to support our private equity portfolio.This professional will report... Show more

Analyst, Investment Performance

Ameriprise FinancialCharlotte, NC, United States
$100,000.00 yearly
Full-time

Analyst Investment Performance.We're a diversified financial services leader with more than $1.Our team of 22,000 people across 19 countries, serves more than 3.Our unwavering focus on our clients ... Show more

Controller Investment & Fiduciary Services

U.S. BankCharlotte, NC, United States
Full-time

Controller - Investment & Fiduciary Services.The Controller - Investment & Fiduciary Services leads accounting and financial reporting for the firm's trust, wealth management, asset management, fid... Show more

BlackArch Investment Banker

Regions FinancialCharlotte, NC, United States
$249,364.50 yearly
Full-time

BlackArch, a wholly owned subsidiary of Regions Bank, is a Southeast based, middle-market M&A advisory firm whose professionals have closed more than 400 transactions across a broad range of indust... Show more

Investment Banking Analyst

BairdCharlotte, NC, United States
$110,000.00 yearly
Full-time

High-profile deals, major growth, the right people behind you.Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports yo... Show more

Quantitative Investment Analyst

Ashton Lane Group, IncCharlotte, NC, USA
Full-time

Supporting portfolio optimization and analytics within the investments team.Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisi... Show more

Investment Banking Analyst

Baird CapitalCharlotte, NC, United States
$110,000.00 yearly
Full-time

Baird Investment Banking Analyst Opportunity.High-profile deals, major growth, the right people behind you.Baird offers a different kind of start to a career in investment banking, built on high-pe... Show more

Investment Analyst, OCIO Operations

NEPC, LLCCharlotte, NC, United States
$62,000.00 yearly
Full-time

Investment Analyst, OCIO Operations.Job Category: Discretionary Requisition Number: INVES001406.MA Boston, MA 02110, USA +5 more locations.Level: 3-5 years of financial operations experience.Locati... Show more

Sr. Investment Operations Analyst

Pacific LifeCharlotte, NC, US
$45.05 hourly
Full-time

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.It’s a big ask, but it’s one that we... Show more

 • Promoted

Analyst, Investment Stewardship

Dimensional Fund AdvisorsCharlotte, NC, United States
Full-time

Analyst, Investment Stewardship.The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional's investment philosophy.Po... Show more

Investment Analyst Senior

Novant HealthCharlotte, NC, United States
Full-time

Novant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts r... Show more

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Investment Advisor Senior - PNC Private Bank

Investment Advisor Senior - PNC Private Bank

PNC Bank NACharlotte , NC
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

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; 8 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 .

Disability Accommodations Statement

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 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.