What are the responsibilities and job description for the Wealth Management Financial Advisor position at American Accounting Association?
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Employer PNC Financial Services Group Location Tempe, Arizona Salary Competitive Closing date Sep 29, 2026
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Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy, Taxation Role Type Advisor Role Level Staff Certifications CISA – Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Corporate
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Job Details
PNC Financial Services Group is seeking a Wealth Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth and emerging affluent clients. In this Financial Services role, you will assess goals, risk tolerance, and cash-flow needs to design customized strategies across banking, insurance, and investments. You will deepen relationships, grow a book of business, and collaborate with specialists while upholding PNC's culture of integrity, inclusion, community impact, and continuous learning within a performance-driven, client-focused environment.
Responsibilities
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Employer PNC Financial Services Group Location Tempe, Arizona Salary Competitive Closing date Sep 29, 2026
View more categoriesView less categories
Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy, Taxation Role Type Advisor Role Level Staff Certifications CISA – Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Corporate
Apply now
You need to sign in or create an account to save a job.
Send job
Job Details
PNC Financial Services Group is seeking a Wealth Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth and emerging affluent clients. In this Financial Services role, you will assess goals, risk tolerance, and cash-flow needs to design customized strategies across banking, insurance, and investments. You will deepen relationships, grow a book of business, and collaborate with specialists while upholding PNC's culture of integrity, inclusion, community impact, and continuous learning within a performance-driven, client-focused environment.
Responsibilities
- Provide holistic wealth and financial planning solutions to high-net-worth and mass-affluent clients.
- Analyze client goals, risk tolerance, and time horizon to design customized investment and retirement strategies.
- Proactively manage client relationships, conducting regular portfolio reviews and financial check-ins.
- Collaborate with banking, insurance, and investment partners to deliver integrated financial solutions.
- Ensure all advice and activities comply with regulatory, risk, and PNC policy standards.
- Identify new business opportunities, deepen existing relationships, and meet growth and sales goals.
- Prepare proposals, financial plans, and presentations using PNC tools and platforms.
- Stay current on markets, products, tax changes, and industry trends to advise clients effectively.
- Document client interactions and maintain accurate records in CRM and related systems.
- Participate in community and networking events to enhance PNC's presence and generate referrals.
- Wealth management
- Financial planning
- Retirement planning
- Investment portfolio construction
- Risk assessment and mitigation
- Client relationship management
- Regulatory and compliance knowledge
- Tax-efficient investing concepts
- Financial analysis and modeling
- Sales and business development
- LinkedIn
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