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
- ...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
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours$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- ...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...SuggestedWork 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...SuggestedFull timeTemporary work
- ...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 63/...Work experience placementLocal area
- ...Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management...Work at officeRemote work
$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 The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...Work at officeLocal areaNight shift
- ...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
- ...A leading financial services firm in Phoenix is seeking an experienced Financial Advisor to build and maintain wealth management relationships. The ideal candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients...
$51.8k - $95.9k
...The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Phoenix, Arizona. This role focuses on delivering comprehensive financial and investment planning while collaborating with team members to meet customer needs. Candidates should possess 4–6...- ...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...
- ...Gallagher is seeking a Financial Advisor in Phoenix, Arizona, to build and maintain wealth management relationships. The ideal candidate will manage client interactions, prospect for new clients, and provide tailored financial solutions. With 5-10 years of relevant experience...
- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor for its Wealth Advisory group in a role focused on deep client relationships and comprehensive financial planning. You will deliver tailored investment guidance, collaborate with an experienced advisory team, and...
- ...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
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office$25 - $26.77 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...Work at office
$41.71k - $65k
Application Deadline: 08/16/2026 Address: 7510 W Lower Buckeye Job Family Group: Retail Banking Sales & Service **Bilingual in English and Spanish is preferred** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice...Full timeContract workPart timeLocal areaImmediate startDay shift- ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
- ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their... ...Boston's money management firms. In addition to specializing in wealth management through full service registered representatives,...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$51.8k - $95.9k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Contract workPart timeLocal area- ...Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing...Local area
$50k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned...Work at officeWork from homeHome officeFlexible hours- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies... ...through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$120k
...to providing personalized retirement planning and comprehensive wealth management solutions to clients. This community-oriented... ...accounts and deliver an exceptional client experience Support Lead Advisors in achieving individual and team performance goals Conduct...Work at office$97k - $192k
Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hours$72.8k - $130k
Requisition number: 2371316 Job category: Finance This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, ...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work
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