Investment Advisor
$57.75k - $96.25kPNC Financial Services Group, Inc.
- # Investment AdvisorApplylocations: CO - Arvada (80004)time type: Full timeposted on: Posted Yesterdayjob requisition id: R232052# **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. As an Investment Advisor within PNC's Wealth Management organization, you will be based in Arvada, CO.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.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**Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management## **Competencies**Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.## **Work Experience**Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. 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**FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.# **Pay Transparency**Base Salary: $57,750.00 – $96,250.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.# **Application Window**Generally, this opening is expected to be posted for two business days from 08/11/2026, although it may be longer with business discretion.# **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; 9 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.
- J-18808-Ljbffr PNC Financial Services Group, Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Advisor in Brooklyn, NY vacancy
$28.85 - $33.65 per hour
Bank of America in Sunnyside is looking for a financial advisor who will work directly with clients to build financial plans and recommend strategies for their financial goals. The ideal candidate will have strong communication skills, be self-disciplined, and possess experience...SuggestedHourly pay- PNC Financial Services Group, Inc. is seeking an Investment Advisor based in Arvada, CO to deliver comprehensive investment and insurance guidance and to build lasting client relationships. You will create and implement financial plans, manage an expanding book of business...SuggestedWork at office
- ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full...SuggestedWork at office
- About The Company Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and... ...investment banks, PE professionals, senior corporate finance advisors, or experienced M&A intermediaries. What You Get Competitive...SuggestedFull time
- Angott Search Group is partnering with a $315 million credit union in the search for a Senior Investment Advisor. This is an exceptional opportunity for an experienced investment professional to help credit union members achieve their financial goals through personalized...Suggested
$144.3k - $240.5k
...assets and complex financial instruments, with a focus on corporate credit, term loans, private debt, private equity, alternative investments and structured and securitized productsBuilding, reviewing, and refining cash flow and valuation models, including assumptions,...$102.8k - $188.4k
..., and personal tax matters, including tax purchase price allocations Assisting clients with business plan development, strategic investment decisions, and other financial objectives through valuation analyses Preparing valuations for derivative securities, debt instruments...Local area$90k - $120k
...critical member of the House View and OCIO teams, supporting investment risk and liquidity management across diversified, multi-asset... ...retail clients. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and...Full timeFlexible hours$120k - $165k
...Enjoy benefits that take care of what mattersAt AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond...Full timeWork at officeLocal area- Description:A fantastic opportunity to work in Corporate & Investment Bank Finance &Business Manager supporting the Fixed Income Financing trading desk and other key stakeholders with specific focus on Liquidity and Balance Sheet. The role is focused on providing financial...
- ...resilience, and ESG, helping people, business, and societies become strongerVerisk Analytics is an equal opportunity employer.Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and...Work at office
- ...resilience, and ESG, helping people, business, and societies become strongerVerisk Analytics is an equal opportunity employer.Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and...
- ...resilience, and ESG, helping people, business, and societies become strongerVerisk Analytics is an equal opportunity employer.Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and...Work at office
- ...Overview As a Desk Analyst on Susquehanna’s Systematic Credit team, you will partner with our senior analysts and traders to identify investment opportunities in the credit and bond market. Desk analysts provide real-time opinions on breaking news and in-depth analysis of...Full timeVisa sponsorshipFlexible hours
Trading Interview
Brooklyn, NY1 day ago $140k - $175k
...Enjoy benefits that take care of what mattersAt AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond...Full timeWork at officeShift work$199k - $235k
...Enjoy benefits that take care of what mattersAt AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond...Full timeWork at office- Portfolio Manager Portfolio Manager is responsible for gathering and analyzing credit information on current borrowers; determines the advisability of granting credit for diversified types of loans, promotes business for the Bank by maintaining good customer relations...Permanent employmentWork at office
BCB Bank
Bayonne, NJ4 days ago $118.87k - $165k
...Advisor of IFA Strategy & Budget Operations Department: Office Of Commissioner/Exec Location: QUEENS Salary: $118,873.00 $165,000.00 Job Description Hours: Full-Time Position 35 Hours Work Location: 30-30 Thomson Avenue, LIC, NY 11101 Only candidates who...Permanent employmentFull timeH1bWork at officeVisa sponsorship$159k - $204k
...Enjoy benefits that take care of what mattersAt AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond...Full timeWork at office- ...resilience, and ESG, helping people, business, and societies become strongerVerisk Analytics is an equal opportunity employer.Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and...
$115k - $145k
...Enjoy benefits that take care of what mattersAt AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond...Full timeWork at officeLocal area$150k - $170k
...achieve 100% clean energy by 2040. With the backing of Manulife Investment Management and The Carlyle Group - two of the world's leading... ...stakeholders (lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-level requirements are...Local areaNineDot Energy
Brooklyn, NY1 day ago$100k - $200k
...producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview DV Trading is seeking an experienced, high-performing trader to deploy and scale profitable strategies on a best...WorldwideFlexible hoursTrading Interview
Brooklyn, NY1 day ago- micro1 seeks an Investor Relations Consultant (Large Asset Manager) to help train AI models with high-quality IR input. You will design quarterly reporting components, LP letters, and investor decks while ensuring numerical accuracy and regulatory compliance. Preferred ...Remote jobFor contractors
$100 per hour
Investor Relations Consultant (Large Asset Manager) $100 - $200/hour pay Required Skills Rubric fidelity Financial precision Stakeholder writing Compliance sensitivity About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. ...For contractorsRemote work- ...needsPartner with stakeholders and product portfolios to align on Consumer Bank goals, priorities, and outcomes.Lead quarterly demand and investment planning; synchronize priorities and resourcing across teams.Maintain and consolidate product roadmaps, ensuring visibility into...Work at officeShift work
- ...decision‑making. Be a prudent and efficient allocator of capital. Optimize return on capital by balancing balance sheet strength, investment in growth and shareholder returns. Focus on process improvement. Build an efficient operating model to maximize time spent on...Work at officeLocal areaImmediate startRemote work
Corebridge Financial
Jersey City, NJ2 days ago $128k - $252.5k
.... Our Insurance Transformation practitioners serve as trusted advisors to our clients, combining strategic thinking with deep industry... ...over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Qualifications Required...- Summary The Insurance Analyst is responsible for the monitoring and management of the insurance exception report, assist with internal vendor insurance audits, compliance, and document management, as well as the confirmation of reporting and data integrity. This position...
BEREC Bellwether Enterprise Real Estate Capital, LLC
Brooklyn, NY4 days ago - Uline is seeking a Credit Analyst Intern for a 12-week full-time program in Pleasant Prairie, WI. You will review orders for credit approval, analyze financial statements, and collaborate with Corporate Finance, Accounting, and Operations. Open to Junior-status students...Full timeInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!
Related searches
- investment consultant Brooklyn, NY
- investment advisor Brooklyn, NY
- investment sales Brooklyn, NY
- investment coordinator Brooklyn, NY
- investment strategist Brooklyn, NY
- property investment Brooklyn, NY
- investment writer Brooklyn, NY
- investment accountant Brooklyn, NY
- community investment Brooklyn, NY
- investment firm Brooklyn, NY