Investment Advisor III, Private Wealth

PNC; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401(k) with match

Pension plan

Paid holidays

Job summary

PNC is seeking an Investment Advisor III based in Phoenix, AZ to manage client accounts and deliver market insights with tailored investment strategies. The role emphasizes growth of assets under management and collaboration with Private Bank teams to expand financial services.

Required is a university degree and 5+ years of relevant experience. This is an in-office role with no visa sponsorship provided and a strong focus on client relationships and risk management.

Qualifications

• University/college degree required; 5+ years of relevant investment advisory experience.
• No visa sponsorship will be provided for this position.
• No specific certifications/licensures are required for this role.

Responsibilities

• Manages accounts in accordance with client investment objectives.
• Delivers investment experience with actionable advice, market insight and reporting.
• Demonstrates knowledge of complex investment and asset management strategies.
• Maintains and grows assets under management and supports sales efforts.
• Executes risk management in line with PNC policies.

Skills

Accountability

Budget Management

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Competitive Advantages

Education

Bachelor's degree

Job description

PNC is seeking an Investment Advisor III based in Phoenix, AZ to manage client accounts and deliver market insights with tailored investment strategies. The role emphasizes growth of assets under management and collaboration with Private Bank teams to expand financial services.

Required is a university degree and 5+ years of relevant experience. This is an in-office role with no visa sponsorship provided and a strong focus on client relationships and risk management.