Investment Advisor II — Private Wealth Growth

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

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.