Investment Advisor II

Fairygodboss; Phoenix (AZ); On-site; USD 86,000 - 173,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (HS

401(k) with PNC match

Paid time off

Job summary

PNC is seeking an Investment Advisor II within the Private Bank Connect organization, based in Phoenix, AZ, or other Private Bank locations. You will manage client portfolios, design investment strategies, and grow assets under management through proactive engagement and referrals.

In this client-facing role, you will monitor performance, manage risk, and ensure compliance while delivering an exceptional client experience.

Qualifications

• University/college degree required or equivalent experience
• Strong knowledge of investment concepts and asset management
• Experience collaborating with cross-functional teams and clients

Responsibilities

• Manages accounts in line with client investment objectives.
• Delivers the PNC investment experience with actionable advice and reporting.
• Assists in growing assets under management through self-sourced opportunities and referrals.
• Executes risk management practices per company policies and procedures.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelors

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 a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

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 Investment Advisor II within PNC's Private Bank Connect organization, you will be based in Cleveland, OH, Baltimore, MD, Mechanicsburg, PA, Dallas, TX, Phoenix, AZ, or any other Private Bank location.

The Investment Advisor II is responsible for managing client investment portfolios and helping clients identify and achieve their financial goals. This includes designing and implementing investment strategies using PNC's best thinking, while maintaining portfolios that are appropriately positioned to help clients meet their objectives over time.

A key responsibility of the role is ongoing portfolio management, including monitoring investment performance, managing portfolio risk, and ensuring compliance-related items are addressed accurately and in a timely manner. The Investment Advisor serves as a trusted advisor to clients through regular communication and proactive engagement, with established monthly client contact expectations. The vast majority of the client interaction in Private Bank Connect is via virtual delivery. Mainly telephone conversations and video meetings via Microsoft Teams.

This is a direct client-facing role focused on both retaining existing assets under management and growing client relationships. Investment Advisors are expected to increase assets under management within their book of business through self-sourced opportunities, referrals from teammates, and partnerships with other business lines across PNC Bank.

Success in this role requires strong collaboration within a team-based environment. Investment Advisors work closely with Banking Advisors, Relationship Strategists, Investment Associates, and Portfolio Administrators to deliver comprehensive wealth management solutions and an exceptional client experience.

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.
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Is beginning to demonstrate knowledge of investment and asset management strategies.
• Responsible for maintaining and growing assets under management. Additionally, is an active participant in 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.

PNC Employees

• 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, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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

Pay Transparency

Base Salary: $86,250.00 - $172,500.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/11/2026, although it may be longer with business discretion.

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 [e-mail]. 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.