PNC Financial Advisor – Senior Investment Advisor

PNC Financial Advisor: Wealth Guidance Backed by a Major Financial Institution

For individuals and businesses looking to manage money more strategically, PNC Wealth Management offers a wide range of financial advisory services supported by one of the largest financial institutions in the United States. As part of The PNC Financial Services Group, the firm combines traditional banking services with investment management and financial planning. With hundreds of financial advisors and thousands of employees supporting its wealth division, PNC delivers guidance designed to help clients pursue long-term financial goals with greater clarity and confidence.

One of the firm’s core investment solutions is PNC Directions, an advisory program built around mutual funds and exchange-traded funds. The program is designed for investors who are beginning their journey toward building a structured investment portfolio. By offering diversified investment strategies and professional oversight, PNC aims to make investing more accessible while helping clients develop disciplined financial habits that support long-term wealth growth.

Beyond investment management, PNC also provides a broad ecosystem of financial services that includes banking, lending, retirement education, and financial wellness programs. Initiatives such as Retirement 1-on-1 and the PNC Financial Wellness Achievement Center are designed to help individuals better understand their financial choices, whether they’re preparing for retirement, managing debt, or planning major life goals. This integrated approach allows clients to handle everyday banking and long-term financial planning under the same trusted umbrella.

With a history spanning more than 160 years, PNC has built its reputation on delivering reliable financial services and practical financial knowledge. Its advisory divisions, including PNC Capital Advisors, provide structured investment strategies supported by professional oversight and regulatory transparency. By combining institutional expertise with client-focused guidance, PNC continues to position itself as a comprehensive financial partner for individuals, businesses, and institutions seeking stronger financial outcomes.

Is PNC a municipal advisor?

PNC does not provide legal, tax, or accounting advice unless, concerning tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”).

Who is PNC Capital Advisors?

Sean is the managing director and chief investment officer of PNC Capital Advisors. Drawing on his extensive experience in fixed income research and portfolio management, he leads the team’s overall investment strategy and process and directs the implementation of these ideas across the firm’s investment solutions.

What is PNC Wealth Management?

At PNC Wealth Management, our team starts by learning about what matters most to you. We listen carefully to concerns about your money and offer a broad range of services based on a comprehensive financial plan customized for you to achieve and maintain financial success.

What is PNC Bank?

PNC uses the marketing name PNC Institutional Advisory Solutions ® for discretionary investment management, trustee, and related services conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions ® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans provided by PNC Bank.

Senior Investment Advisor – Institutional Asset Management (OCIO) – PNC Financial Services Group

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. As a Senior Investment Advisor within PNC’s Institutional Asset Management organization, you will be based in Dallas, TX.

Job Description

Provides portfolio and relationship management services to sophisticated clients with large and complex account types. Manages accounts by investment objectives, incorporating PNCs investment approach, philosophy, and platform. Responsible for delivering the PNC investment experience to clients. Responsible for maintaining and growing assets under management. Additionally, responsible for assisting in the oversight of investment activities of the investment professionals in that team or market.
Responsibility for providing portfolio and relationship management services to sophisticated clients with large and complex account types. Will manage these accounts by investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy, and platform. Depending on the line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight, and reporting on investment results.
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 adherence to PNC’s policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of 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.

Competencies

Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing, and developing others.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Investment Consulting – Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.

Portfolio Management – Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client’s securities investments.

Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Value Selling – Knowledge of the principles and practices for selling products, technology, and services; ability to provide overall product/service ‘value’ and differentiating support offerings that address clearly understood customer needs.

Work Experience

Roles at this level typically require a university/college degree. Higher-level education such as a Masters’s degree, Ph.D., or certifications is desirable. Industry-relevant experience is typically 8+ years. Specific certifications are often required. Instead of a degree, a comparable combination of education and experience (including military service) may be considered.

Preferences/Skills for this position include:

• Institutional client experience
• Strong investment knowledge
• Experience supporting sales efforts
• Strong presentation skills
• CFA

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