Senior Retirement Plan Advisor - Institutional Asset Management
: Job Details :


Senior Retirement Plan Advisor - Institutional Asset Management

PNC Bank

Job Location : Louisville,KY, USA

Posted on : 2025-08-16T01:09:04Z

Job Description :
Senior Retirement Plan Advisor - Institutional Asset Management

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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 foster an inclusive workplace where all employees feel respected, valued, and have opportunities to contribute to the company's success. The Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization will be based in Louisville, KY.

Responsibilities include:

  • Managing accounts aligned with client investment objectives.
  • Providing fiduciary advice, investment management, and client education.
  • Supporting business development and growth of assets under management.
  • Ensuring compliance with risk management practices and supporting team performance.

Qualifications:

  • Bachelor's degree required; higher education or certifications preferred.
  • Industry experience of 8+ years.
  • Preferred certifications include the Accredited Investment Fiduciary Designation.

Skills and Competencies:

  • Client relationship management, decision making, investment consulting, portfolio management.

Benefits:

PNC offers comprehensive benefits including health coverage, 401(k) match, paid time off, and wellness programs.

Additional Information:

Applicants requiring accommodations during the application process should contact ...@pnc.com or call 877-###-####.

PNC is an equal opportunity employer, committed to diversity and inclusion.

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