Private Business Strategist

PNC Financial Services Group, Inc.; Austin (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Time off

Career development programs

Wellness programs

Job summary

A leading financial services company located in Texas is seeking an experienced professional to engage with clients regarding succession planning solutions. The role involves developing financial strategies and maintaining client relationships to enhance and grow assets under management. Candidates should have strong experience in client consultation and financial analysis. This position offers a comprehensive rewards package, including competitive benefits and career development opportunities.

Qualifications

• Experience in succession planning solutions and resources management.
• Ability to assess tax, estate, and financial plans.
• Strong networking and prospecting abilities.

Responsibilities

• Engage with clients and provide strategic insights.
• Develop and manage financial analyses and plans.
• Grow assets under management through client relationships.

Skills

Client Consultation

Strategic Discussion

Financial Analysis

Relationship Management

Job description

* Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.* Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.* Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.* Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.* Develops new client relationships through networking, prospecting and referrals.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .