Private Bank Investment Advisor – Wealth Growth & Strategy

PNC; Phoenix (AZ); Hybride; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Medical/prescription drug coverage

Dental and vision

Life insurance for employee and depend

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program with incentives

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Phoenix, AZ. The role requires regular in-office time with field work, delivering tailored investment experiences and actionable guidance to clients.

You will maintain and grow assets under management, collaborate with specialists, and ensure adherence to risk and policy standards within PNC's framework. This position supports and may guide junior investment professionals.

Qualifications

• University/college degree required; masters, PhD or certifications desirable.
• Industry experience typically 8+ years.
• Specific certifications often required.

Responsabilités

• Manage client accounts per their investment objectives.
• Provide investment guidance, market insights, and performance reporting.
• Maintain expertise in complex investment and asset management strategies.

Connaissances

Accountability

Budget management

Competitive advantages

Decision making

Finance strategy

Financial modeling

Investment management

Relationship management

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Phoenix, AZ. The role requires regular in-office time with field work, delivering tailored investment experiences and actionable guidance to clients.

You will maintain and grow assets under management, collaborate with specialists, and ensure adherence to risk and policy standards within PNC's framework. This position supports and may guide junior investment professionals.