Senior Private Wealth Investment Advisor

PNC; Phoenix (AZ); Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

PNC's Private Bank in Phoenix, AZ seeks a Senior Investment Advisor to manage client accounts, deliver investment guidance, and help grow assets under management. The role balances office and field work and emphasizes an in-office culture.

Candidates should have extensive investment experience, a university degree (Bachelor's), and relevant certifications or advanced education are desirable. PNC states no visa sponsorship for this position and outlines comprehensive benefits.

Qualifikationen

• University/college degree required; higher level education such as a Masters, PhD, or certifications is desirable.
• Industry experience 8+ years; specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered. No required certifications/licenses.

Aufgaben

• Manages accounts in line with client investment objectives and portfolio strategy.
• Delivers the PNC investment experience with actionable advice, market insight, and reporting of results.
• Maintains and grows assets under management; may lead sales efforts through expansion of financial services.
• Executes risk management practices per PNC policies; may provide direction to investment professionals.

Kenntnisse

Decision Making

Investment Management

Relationship Management

Financial Modeling

Budget Management

Finance Strategy

Accountability

Competitive Advantages

Ausbildung

Bachelor's

Bachelor

Jobbeschreibung

PNC's Private Bank in Phoenix, AZ seeks a Senior Investment Advisor to manage client accounts, deliver investment guidance, and help grow assets under management. The role balances office and field work and emphasizes an in-office culture.

Candidates should have extensive investment experience, a university degree (Bachelor's), and relevant certifications or advanced education are desirable. PNC states no visa sponsorship for this position and outlines comprehensive benefits.