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Investment advisor Jobs in Phoenix, AZ

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Investment advisor • phoenix az

Last updated: 7 days ago

Investment Advisor III - PNC Private Bank

PNC Bank NAPhoenix , AZ
Full-time +1

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, ... Show more

Alternative Investment Associate

U.S. BancorpTempe, AZ, United States
$66,640.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Comfort Advisor

ProSkill ServicesPhoenix, AZ, United States
Full-time

Come and join an amazing team we have had a long-standing presence in the Valley and its commitment to service excellence.We are adding another skilled and dependable Comfort Advisor to join our t... Show more

Financial Advisor

Moors & CabotPhoenix, AZ, United States
Full-time

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base.This results-driven role will be responsible for designing and... Show more

Investment Analyst

CambridgePhoenix, AZ, United States
$75,000.00 yearly
Full-time

The Investment Analyst is responsible for helping the Investment Products & Research team manage research and due diligence efforts.The right individual will have excellent analytical capability wi... Show more

Relationship Advisor

Northern TrustPhoenix, AZ, United States
Full-time

Wealth Management Client Manager.As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most succes... Show more

Investment Accountant

MRINetworkPhoenix, AZ, United States
Full-time

Rapidly growing investment services company in Phoenix and looking to hire a Sr.This will offer a great place to work with a culture that supports your career growth, development and encourages tea... Show more

Alternative Investment Associate

U.S. BankTempe, AZ, United States
$66,640.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Financial Advisor

Renaissance FinancialPhoenix, AZ, United States
Full-time

What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Omaha, Phoenix and Salt Lake City.Our Mis... Show more

Senior Investment Consultant

Mercer FrancePhoenix, AZ, United States
$122,400.00 yearly
Full-time

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business.This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle.This is a hybrid role t... Show more

Consulting Manager, Asset Investment Planning

Black & VeatchPhoenix, AZ, United States
Full-time +1

Consulting Manager, Asset Investment Planning.Location: Overland Park, KS, US Charlotte, NC, US Dallas, TX, US Jacksonville, FL, US Austin, TX, US Tualatin, OR, US Orlando, FL, US Phoenix, AZ, US S... Show more

Investment Management Business Strategy Manager

DeloitteTempe, AZ, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

Wealth Advisor

Sequoia Financial GroupPhoenix, AZ, United States
Full-time

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly.Our firm... Show more

Investment Specialist

First Citizens BankPhoenix, AZ, United States
Full-time

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures.From banking and lending to investments, insurance, and wealth planning, the First Citiz... Show more

Supervisory Neighborhood Community Investment Specialist

US Government JobsPhoenix, AZ, United States
Full-time

This position is located in the Department of Housing and Urban Development, Assistant Secretary for Public and Indian Housing. Show more

Director, Investment Sales

Marcus & MillichapPhoenix, AZ, United States
Full-time

Marcus & Millichap Commercial Real Estate Brokerage.Founded in 1971, Marcus & Millichap is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and... Show more

Senior Investment Product Manager

AssetMarkPhoenix, AZ, United States
$150,000.00 yearly
Full-time

We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services an... Show more

Investment Consultant - Gilbert, AZ

Fidelity InvestmentsPhoenix, AZ, United States
Full-time

You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients.Come join a firm that is a stable industry l... Show more

Supervisory Neighborhood Community Investment Specialist

U.S. Department of Housing and Urban DevelopmentPhoenix, AZ, United States
Full-time

Supervisory Neighborhood Community Investment Specialist.Department of Housing and Urban Development is to foster strong communities by supporting access to quality, affordable housing, expanding t... Show more

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Investment Advisor III - PNC Private Bank

Investment Advisor III - PNC Private Bank

PNC Bank NAPhoenix , AZ
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

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; 8 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 .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.