465 matching jobs for “Private Client Advisor”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

PNC Financial Services Group

Investment Advisor Sr

Erie, Pennsylvania, United States

… 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 Erie, PA. As an Investment Advisor, you will …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Sarasota, Florida, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Atlanta, Georgia, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Atlanta, Georgia, United States

CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

West Palm Beach, Florida, United States +1 location 2 postings

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Raleigh NC 1000 +2 locations 3 postings

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Marsh & McLennan

Client Executive, Business Insurance

Greensboro - Friendly

Company: Marsh McLennan Agency Description: Marsh McLennan Agency Client Executive, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture …

Added Oct 27, 2026

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Morgan Stanley

Registered Client Service Associate

Kahului, Hawaii, United States +1 location 2 postings

Pay posted by employer$35,152–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Palo Alto, California, United States

Pay posted by employer$35,120–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Irvine, California, United States +2 locations 3 postings

Pay posted by employer$34,320–$90,000 per year

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Oxnard, California, United States +1 location 2 postings

Pay posted by employer$34,320–$90,000 per year

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

McLean, Virginia, United States

Pay posted by employer$70,000–$115,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Huntington Bancshares

Senior Financial Advisor

Bay City-BR4401

… prospective customers. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs. Performs other duties as assigned. …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Colorado Springs, Colorado, United States

Pay posted by employer$34,653–$85,000

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Shrewsbury, New Jersey, United States of America

Pay posted by employer$31,200–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Nationwide

Relationship Manager - Retirement Solutions (Corporate/Private Sector)

Florida +4 locations

Full time

Pay posted by employer$84,000–$156,000

… be accountable for all aspects of strategic account management for a defined list of our plans including, advisor/consultant, third-party administrator and any other service provider relationships You’ll manage our …

Added Oct 27, 2026

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M&T Bank

Wealth Advisor, Portland Maine

Portland, Maine, United States

In person

Pay posted by employer$116,400–$194,000

Serve as the lead advisor and central point of contact for clients, coordinating the delivery of comprehensive wealth management …

Added Nov 3, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Grand Rapids, Michigan, United States

Full time

… Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client …

Added Nov 5, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Birmingham, Michigan, United States

Full time

Added Nov 3, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Atlanta, Georgia, United States

Full time

Added Nov 3, 2026

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PNC Financial Services Group

Investment Advisor Sr

Erie, Pennsylvania, United States

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Qualifications · employer excerpt

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…

About this opportunity

Original employer 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 Erie, PA.

As an Investment Advisor, you will serve as the trusted investment consultant for a diverse portfolio of clients. You will develop and implement customized investment strategies, provide timely market insights, and deliver sophisticated portfolio solutions designed to help clients navigate changing market environments with confidence.

In this role, you will:
* Build and deepen long-term client relationships through proactive advice, exceptional service, and a commitment to understanding each client's unique financial objectives.

* Construct, implement, and monitor customized investment portfolios aligned with client goals, risk tolerance, and evolving market conditions.

* Deliver actionable investment guidance, market perspectives, and portfolio reviews that help clients make informed financial decisions.

* Partner closely with wealth strategists, trust professionals, banking partners, and other specialists to provide comprehensive wealth management solutions.

* Drive growth by identifying opportunities to expand existing relationships, attract new clients, and increase assets under management.

* Serve as a visible representative of the organization within the local market, fostering relationships with clients, centers of influence, and community partners.

* Maintain a high level of expertise in investment markets, asset allocation, portfolio construction, and wealth management strategies.

* Execute sound risk management practices while adhering to regulatory requirements and firm policies.

* Mentor and collaborate with investment professionals to promote a culture of excellence and client-focused advice.

What Makes This Opportunity Unique
* This position offers the opportunity to manage meaningful client relationships while leveraging the resources, research capabilities, and specialized expertise of a leading investment organization.

* The successful candidate will enjoy significant autonomy in developing client solutions, meaningful opportunities for business development, and the ability to make a direct impact on the growth of the Northwest Pennsylvania market.

Ideal Candidate Profile
* Proven experience advising high-net-worth individuals, families, or institutional clients.

* Strong investment acumen and portfolio management expertise.
Demonstrated ability to build trust, cultivate relationships, and grow assets under management.

* Passion for delivering an exceptional client experience and serving as a trusted financial advisor.

* Strong communication, presentation, and business development skills.

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)

Language Assessments

No Required or Preferred Language Assessments

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 [email protected]. 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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