Junior Wealth Planner & Client Advisor

PNC; Cleveland (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Dependent care reimbursement

Education assistance

Job summary

PNC Wealth Strategist I in the Private Bank is based in Cleveland or Cincinnati, OH. The role develops tax, estate and financial planning for clients, supporting acquisition and deepening relationships under guidance from senior team members.

It involves meeting with clients, identifying opportunities, and expanding assets under management while aligning with risk and compliance standards.

Qualifications

• Strong knowledge of wealth management and financial planning principles.
• Experience with client acquisition and relationship development.
• Understanding of risk management and investment concepts.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients.
• Assists in client acquisition and deepens existing relationships.
• Retains and grows assets under management through client meetings and referrals.
• Identifies solutions and PNC services as opportunities to enhance relationships.
• Develops new client relationships via networking and prospecting.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelor's

Job description

PNC Wealth Strategist I in the Private Bank is based in Cleveland or Cincinnati, OH. The role develops tax, estate and financial planning for clients, supporting acquisition and deepening relationships under guidance from senior team members.

It involves meeting with clients, identifying opportunities, and expanding assets under management while aligning with risk and compliance standards.