Senior Private Bank Investment Advisor

PNC Financial Services Group; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision

401(k) with match

Pension and stock purchase plans

Paid time off (holidays and vacation)

Education assistance

Job summary

PNC Financial Services Group in Phoenix, AZ is seeking an Investment Advisor III to serve high-net-worth clients within Private Bank. Based in-office, you will manage accounts, provide investment advice, and help grow assets under management.

The role emphasizes strong knowledge of investments, client relationship management, and adherence to risk management policies. A Bachelor's degree and 5+ years' industry experience are typically required.

Qualifications

• University degree; 5+ years of industry-relevant experience.
• Certifications/licenses often required.
• Strong knowledge of investment and asset management strategies.

Responsibilities

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

Skills

Investment experience

Client relationship management

Risk management

Financial analysis

Education

Bachelor's degree

Job description

PNC Financial Services Group in Phoenix, AZ is seeking an Investment Advisor III to serve high-net-worth clients within Private Bank. Based in-office, you will manage accounts, provide investment advice, and help grow assets under management.

The role emphasizes strong knowledge of investments, client relationship management, and adherence to risk management policies. A Bachelor's degree and 5+ years' industry experience are typically required.