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Investment consultant Jobs in Glendale, AZ

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Investment consultant • glendale az

Last updated: 6 hours 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

Presentation Designer (Investment Banking) - 2nd Shift (On-site)

RR DonnelleyPhoenix, Arizona, United States
$25.00 hourly
Full-time

A Presentation Designer is, at their core, a Graphic Designer who creates captivating and innovative presentations for our clients.You'll play a vital role in the design process from start to finis... Show more

Managing Director, Investment Banking // Mergers & Acquisitions (M&A)

Portage Point PartnersPhoenix, AZ, United States
Temporary

Managing Director, Investment Banking // M&A.At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for ... Show more

Financial Consultant

WealthBridge Financial GroupPeoria, AZ, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more

Solutions Consultant

SaratechPhoenix, AZ, USA
$42,000.00 yearly
Full-time +1
Quick Apply

Saratech is the industry leading provider of engineering and manufacturing solutions including Product Lifecycle Management (PLM) software, engineering and consulting services and manufacturing har... Show more

Sales Consultant

Victra - Verizon Wireless Premium RetailerPeoria, AZ, US
$40,000.00 yearly
Full-time

Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest.From executing Victra's sales process to sharing yo... Show more

Leasing Consultant

Chamberlin & AssociatesPhoenix, AZ, USA
$18.00 hourly
Full-time
Quick Apply

Are you a superstar leasing agent looking for your next opportunity? Join our team as an experienced Leasing Consultant.This opportunity offers great bonus potential in a thriving environment.As a ... 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

Financial Consultant

Reliant Medical GroupPhoenix, AZ, United States
$72,800.00 yearly
Full-time

This position is national remote.You'll enjoy the flexibility to telecommute* from anywhere within the U.For all hires in Minneapolis, Virginia, Maryland, or Washington, D.Optum is a global organiz... Show more

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AVP, Application Development - USAA Investment Services Company (ISCO)

USAAPhoenix, AZ, United States
$224,250.00 yearly
Full-time

AVP Of Application Development For Usaa Investment Services Company (Isco).At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptio... 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

Senior Investment Consultant

Marsh & McLennanPhoenix, 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

Senior Investment Consultant

Oliver Wyman, LLCPhoenix, 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.Locations: Overland Park, KS, US; Charlotte, NC, US; Dallas, TX, US; Jacksonville, FL, US; Austin, TX, US; Tualatin, OR, US; Orlando, FL, US; Phoenix, ... 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

Staffing Consultant

AppleOne Employment ServicesPhoenix, AZ, United States
Permanent

Contribute to the professional standing and profitability of the company by supplying customers with outstanding service and results, as well as meeting the performance standards of this role.These... 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

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

Sales Consultant

Arizona StaffingPhoenix, AZ, United States
$41,500.00 yearly
Full-time

We believe in the power and joy of learning.At Cengage, our employees have a direct impact in helping students around the world discover the power and joy of learning.We are bonded by our shared pu... 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.