Wealth Advisor
$63.75k - $127.5kPNC Bank
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. This role is a Wealth Strategist within PNC Wealth Management, based in Phoenix, AZ. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Develop and implement tax, estate and financial planning matters for clients, with guidance from team members or management; assist in acquiring new clients and retaining, expanding and deepening existing relationships. Conduct research and develop tax, estate and financial analyses and plans; make generally accepted recommendations to the team and to clients. Retain and grow assets under management by working directly with clients and Centers of Influence, providing advice and implementation under the guidance of senior team members. Identify solutions and PNC services as sales opportunities to enhance existing client relationships. Develop new client relationships through networking, prospecting and referrals. PNC employees take pride in our reputation and 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 this role. The following skills, competencies, experience, education, and certifications/licensures are required or preferred: Preferred skills: Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition. Competencies: Accuracy and Attention to Detail, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Managing Multiple Priorities, Networking, Problem Solving, Products and Services, Value Selling. Work experience: 2+ years of relevant professional experience (or an equivalent combination of education, certification, and experience). A university/college degree is typically required. Education: Bachelor’s degree. Certifications: None required. Licenses: None required. Pay Transparency Base salary: $63,750.00 – $127,500.00. Salaries may vary based on geographic location, market data and individual skills, experience, and education. Benefits PNC offers a comprehensive range of benefits to help meet your needs, including medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options, life insurance, disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. Paid time off may include maternity and/or parental leave; up to 11 paid holidays; up to 9 occasional absence days; between 15 to 25 vacation days per year depending on career level; and additional days based on years of service. For more information, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Include “accommodation request” in the subject line and your name, job ID, and preferred contact method. You may also call View phone number on click.appcast.io and say “Workday” for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide reasonable accommodations. 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 FDIA and, if applicable, the SAFE Act and/or FINRA, which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice for information about how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...SuggestedFull timeWork at office
$121.27k - $170k
...the right thing.If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present recommendationsSupport...SuggestedWork from home$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...but not required. Series 65 or must obtain within 90 days of start date. At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Strong communication skills, including public speaking, and excellent interpersonal...Suggested
- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Full timeWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is an in-office company that fosters a supportive culture where employees...Full timeTemporary workPart timeWork experience placementWork at office
$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...Work at office- ...The Wealth Advisor role is all about building relationships and following through with sales opportunities while providing superior client service; always putting clients first. You will be working alongside your Lead Advisor with a variety of tasks including but not...Full timeTemporary work
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
- ...aligned with their goals. You will leverage your financial expertise to deliver comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with a network of experts and utilizing advanced analytics. #J-18808-Ljbffr...
- ...Alerus seeks a Wealth Associate to support Wealth Advisors by onboarding new clients, aligning documentation with service expectations, and helping expand opportunities across wealth products. You will collaborate across product specialists and team members, manage CRM...
- ...Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation. The role emphasizes leading client relationships...Flexible hours
- ...Wealth Advisor Position 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 recently acquired Eide Bailly Wealth, the...Full timeWork at office
- ...objectives. You will provide tailored advice and strategies aligned with their goals, leveraging your expertise to offer comprehensive wealth management solutions. You will empower clients to make informed decisions using advanced tools and collaborate with a network of...
$60k
Description WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients... ...the Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new...Work experience placementLive inWork at officeFlexible hours- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial...Work experience placementWork at officeLocal area
$123.2k - $200k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will be based within the footprint in PA, IL, GA, OH, MI...Full timeTemporary workPart timeWork experience placementWork at office- BridgePort Financial Solutions, a wealth advisory firm in the Phoenix area, seeks a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning...
- Desert Financial Credit Union is seeking a Financial Advisor in Arizona to deliver holistic, relationship‑based financial planning and... ..., and apply planning across investments, retirement, risk, and wealth strategies. You will build ongoing advisory relationships through...
- Charles Schwab Corporation in Phoenix, AZ is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You’ll collaborate with an experienced...
$90k - $100k
CAPTRUST in Phoenix, Arizona is seeking a dedicated Financial Advisor to provide investment management and comprehensive financial planning to clients. The ideal candidate will manage client relationships, educate participants, and build networks to help clients achieve...- Job Summary BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. This role serves as a trusted advisor,...Temporary workWork at officeFlexible hours
- Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus...
- Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting. Candidates...
- Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around the clients you are passionate about serving. You will own and grow a book of client relationships...Work at office
- JPMorgan Chase, a leader in financial services, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to a diverse set of clients. You will build relationships, educate clients on digital...
- YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to help design AI-assisted financial guidance remotely for US clients. You will apply your expertise in budgeting, investments, retirement planning, and debt management to inform AI training data and tooling...Remote jobFor contractors
- Corebridge Financial, Inc. is seeking a Financial Advisor to deliver individualized retirement and financial planning for clients and their families. If you value flexibility to set your own schedule and grow your career, join our team as a trusted advisor. You will meet...Remote job
- ...equivalent work experience). 1 to 3 years of similar or related experience; minimum of two years of work experience as a Financial Advisor. Ability to achieve production goals, with minimal dependence on Credit Union referrals. FINRA Registration: SIE, Series 7, and 6...Work experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planner cfp Phoenix, AZ
- senior financial advisor Phoenix, AZ
- strategic finance associate Phoenix, AZ
- financial advisor part time Phoenix, AZ
- associate leveraged finance Phoenix, AZ
- junior oracle financial functional consultant Phoenix, AZ
- financial advisor development program Phoenix, AZ
- jde finance consultant Phoenix, AZ
- estate planning consultant Phoenix, AZ
- associate corporate finance Phoenix, AZ

