Investment Advisor III - PNC Private Bank
PNC Financial Services Group —Phoenix, AZ
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
VP/SVP, Commercial Banker
Alerus Financial —Scottsdale, AZ
- CPA
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Business Banking Relationship Manager – Phoenix (AZ)
National Bank of Arizona —Phoenix, AZ
- Word processing
- Mid-level
- Office
- Profit sharing
- Paid training
Client Onboarding Associate
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Loan Advisor
Freedom Mortgage —Phoenix, AZ
- Full-time
- Hybrid work
- High school diploma or GED
- 1 year
- Communication skills
Branch Manager I
OneAZ Credit Union —Phoenix, AZ
- $73,768.57 - $92,210.71 a year
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Quick Apply
4d
Credit Solutions Advisor - 83rd and Bell
Bank of America —Glendale, AZ
- Extended hours
- Background check
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- Writing skills
Underwriter - PST
The Money Store —Phoenix, AZ
- Full-time
- Hybrid work
- 5 years
- Senior level
- Communication skills
Quick Apply
8d
Property Accountant
Apartment Management Consultants, LLC —Phoenix, AZ
- $52,000 - $69,000 a year
- Full-time
- Pass drug screening
- Ability to climb stairs
- Math
- Paid holidays
- Disability insurance
Quick Apply
3d
Financial Solutions Advisor - Registration Candidate - West Phoenix Area
Bank of America —Phoenix, AZ
- Full-time
- Background check
- Spanish
- Writing skills
- Opportunities for advancement
7d
Financial Solutions Advisor - East Valley Phoenix Area
Bank of America —Phoenix, AZ
- Full-time
- Background check
- Spanish
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Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market
Bank of America —Phoenix, AZ
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Mortgage Loan Officer / Home Loan Specialist
CHURCHILL MORTGAGE CORPORATION —Phoenix, AZ
- $75,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Call Center Representative
Copper State Credit Union —Phoenix, AZ
- $19 - $21 an hour
- Full-time
- Microsoft Word
- Basic math
- High school diploma or GED
22h
Loan Officer
Cornerstone Home Lending —Phoenix, AZ
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Paid parental leave
- Health savings account
Preferred Relationship Manager
Fifth Third Bank —Scottsdale, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
14d
Financial Solutions Advisor - Registration Candidate - Phoenix Area
Bank of America —Mesa, AZ
- Full-time
- Background check
- Spanish
- Mid-level
- Opportunities for advancement
Reverse Mortgage Inside Sales Loan Officer
Mutual of Omaha Mortgage —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - New Client Investment Specialist
JPMorganChase —Tempe, AZ
- $60,800 - $80,000 a year
- 8 hour shift
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement

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Investment Advisor III - PNC Private Bank

PNC Financial Services Group -
Phoenix, AZ

Apply Now

Job Details

Full-time

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Finance advising
Managing customer accounts
Financial sales
Customer relationship building
Financial model construction
Financial model development
Budget control
5 years
Providing information to customers
Bachelor's degree
Portfolio management advisory services
Investment client management
Decision making
Customer relationship management
Managing banking or lending client portfolios
Senior level
Risk & issue management
Account management
Promoting bank services
Organizational budget management

Full Job Description

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor III within the PNC Private Bank organization, you will be based in Phoenix, AZ.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Manages accounts in accordance with investment objectives that have been developed with the client.
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
Demonstrates knowledge of complex investment and asset management strategies.
Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.
Executes risk management practices through the adherence to PNC's policies and procedures.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

Competencies

Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Position Overview

Job Description

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Certifications

Licenses

Benefits

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents