Manager of Savings and Investments Jobs in Phoenix, AZ
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
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...
Investment Consultant - Arrowhead, AZ (Sun City)
- Peoria, AZ (13 miles from Phoenix, AZ)
- 1 day ago
- Peoria, AZ (13 miles from Phoenix, AZ)
- 1 day ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Investment Consultant - Chandler, AZ
- Chandler, AZ (14 miles from Phoenix, AZ)
- 5 days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 5 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Wealth Management Investment Consultant, Advisory Services
- Tempe, AZ (9 miles from Phoenix, AZ)
- 6 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 6 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Build to Rent Regional Asset Manager
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 12 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 12 days ago
As a Regional Asset Manager (Build to Rent) working for Taylor Morrison's Yardly Brand team you will manage and oversee the regional portfolio of properties managed by Taylor Morrison's preferred...
Investment Consultant - Financial Solutions Branch - South Mountain
- Phoenix, AZ
- 15 days ago
- Phoenix, AZ
- 15 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
- Peoria, AZ (13 miles from Phoenix, AZ)
- 30+ days ago
- Peoria, AZ (13 miles from Phoenix, AZ)
- 30+ days ago
Position Summary The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an...
- Chandler, AZ (14 miles from Phoenix, AZ)
- 60+ days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 60+ days ago
Summary: This role is responsible for overseeing the fixed asset accounting process, ensuring accurate capitalization, depreciation, and disposal of assets in accordance with generally accepted...
Wealth Management Advisor - Uptown Phoenix
- Glendale, AZ (8 miles from Phoenix, AZ)
- 60+ days ago
- Glendale, AZ (8 miles from Phoenix, AZ)
- 60+ days ago
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
Investment Consultant II - Merrill Premium
- Chandler, AZ (14 miles from Phoenix, AZ)
- 90+ days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 90+ days ago
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. Responsible Growth is how we run our company and...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Phoenix, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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