Private Business & Wealth Strategist

PNC Financial Services Group, Inc.; Houston (TX); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC seeks a Private Business Strategist in its Private Bank organization, based in Texas. You’ll engage business owners, translate goals into growth strategies, and integrate tax, estate planning and succession planning insights.

Ideal candidates have 8+ years in wealth planning, strong client relationship skills, and a track record growing assets under management while advancing strategic alternatives for clients.

Qualifications

• Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner's personal wealth.
• Ability to integrate transition-planning strategies into both personal and corporate planning, including: evaluation of transition methods, preservation of capital through estate-planning techniques, and understanding tax implications.
• Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape.

Responsibilities

• Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions.
• Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency.
• Conducts and reviews research, develops tax, estate and financial analyses and plans, and makes recommendations to clients.
• Retains and grows assets under management by working with clients and Centers of Influence.

Skills

Client Relationship Management

Customer Experience Management

Decision Making and Critical Thinking

Financial Services Industry

Networking

Sales Scoping and Qualification

Value Selling

Education

Bachelor's degree

Job description

PNC seeks a Private Business Strategist in its Private Bank organization, based in Texas. You’ll engage business owners, translate goals into growth strategies, and integrate tax, estate planning and succession planning insights.

Ideal candidates have 8+ years in wealth planning, strong client relationship skills, and a track record growing assets under management while advancing strategic alternatives for clients.