Private Business & Wealth Strategy Advisor

PNC; Sarasota (FL); Vor Ort; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental and vision insurance

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation

Zusammenfassung

PNC Financial Services Group, Inc. is seeking a Private Business Strategist based in Sarasota, FL.

The role focuses on engaging business owners, translating goals into wealth and transition plans, and coordinating with internal wealth and tax teams. The position emphasizes estate planning, tax implications, and successful client relationship management to grow assets and provide strategic advisory services within PNC's Private Bank.

Qualifikationen

• Engage business owners to discuss goals and translate into growth insights and personal wealth impact.
• Integrate transition-planning strategies into personal and corporate planning.
• Evaluate transition methods (retain vs. sell) and preserve capital through estate planning techniques.
• Explain how transition strategies affect capital structure and owners' tax positions.
• Navigate family dynamics with business owners and address fair vs. equal considerations.

Aufgaben

• Participates in consultations with clients and prospects on succession planning solutions.
• Partners internally with the Asset Management Group and C&IB.
• Assesses scope and resources for tax, estate and financial plans; manages resources for efficiency.
• Identifies, researches and evaluates the market; communicates with managers and teams.
• Develops tax, estate and financial analyses and makes recommendations to team and clients.
• Retains and grows assets by advising clients and Centers of Influence and implementing plans.

Kenntnisse

Client relationship management

Strategic discussions

Estate planning knowledge

Tax understanding

Communication

Networking

Financial services industry

Sales scoping and qualification

Value selling

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Financial Services Group, Inc. is seeking a Private Business Strategist based in Sarasota, FL.

The role focuses on engaging business owners, translating goals into wealth and transition plans, and coordinating with internal wealth and tax teams. The position emphasizes estate planning, tax implications, and successful client relationship management to grow assets and provide strategic advisory services within PNC's Private Bank.