Investment Advisor III - PNC Private Bank
About The Position
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.
Requirements
- 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.
- Bachelors
- No Required Certification(s)
- No Required License(s)
Nice To Haves
- Accountability
- Budget Management
- Competitive Advantages
- Decision Making
- Finance Strategy
- Financial Modeling
- Investment Management
- Relationship Management
- Client Relationship Management
- Decision Making and Critical Thinking
- Effective Communications
- Investment Consulting
- Portfolio Management
- Products and Services
- Value Selling
Responsibilities
- 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.
Benefits
- 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
- 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
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
