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Wealth Advisor

$63.75k - $127.5k

PNC 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

Vacancy posted 4 days ago
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