Private Wealth Strategist II — Client Growth & Planning

PNC; Philadelphia (Philadelphia County); Vor Ort; USD 90.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical coverage

401(k) with company match

Pension and stock purchase plans

Generous paid time off

Zusammenfassung

PNC Wealth Strategist II in Philadelphia, PA focuses on tax, estate and financial planning for clients, collaborating with senior planning resources, and growing assets under management. The role emphasizes tailored client solutions and cross-functional teamwork within the Private Bank.

Successful candidates will bring 3+ years of relevant experience and a JD, with no required certifications. In-office position promoting a supportive culture and strong compliance with risk management frameworks.

Qualifikationen

• 3+ years of relevant/direct industry experience; university/college degree required.
• JD degree completed and eligible to practice in relevant jurisdiction.
• No certified/licensed requirements specified.

Aufgaben

• Develops, consults on and implements tax, estate and financial plans for clients; collaborates with senior planning resources.
• Conducts and reviews research; develops analyses and plans; makes recommendations to team and clients; may provide direction to associates.
• Retains and grows assets under management by advising clients, prospective clients and Centers of Influence; expands relationships.
• Identifies solutions and PNC services as sales opportunities to enhance client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Kenntnisse

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Ausbildung

JD

Jobbeschreibung

PNC Wealth Strategist II in Philadelphia, PA focuses on tax, estate and financial planning for clients, collaborating with senior planning resources, and growing assets under management. The role emphasizes tailored client solutions and cross-functional teamwork within the Private Bank.

Successful candidates will bring 3+ years of relevant experience and a JD, with no required certifications. In-office position promoting a supportive culture and strong compliance with risk management frameworks.