Private Wealth Strategy Advisor

PNC Financial Services Group; Wilmington (DE); Vor Ort; USD 88.000 - 247.000; Vollzeit

Benefits dieser Stelle

Medical and prescription coverage

Dental and vision options

401(k) with company match

Paid holidays and vacation

Zusammenfassung

PNC Financial Services Group is seeking a Private Business Strategist within its Private Bank organization. Based in US locations such as Philadelphia, PA; Princeton, NJ; Cherry Hill, NJ; Allentown, PA; or Wilmington, DE, you will engage business owners to align personal wealth with business goals.

The role emphasizes transition planning, tax considerations, and family-dynamics navigation. Key duties include consultations, planning analyses, asset retention and growth, and expanding client

Qualifikationen

• Engage business owners to discuss goals and translate into growth insights.
• Integrate transition-planning strategies into personal and corporate planning.
• Explain impact of transition methods on capital structure and owner taxes.
• Navigate family dynamics in advising business owners.

Aufgaben

• Participates in consultations with clients on succession planning across solutions.
• Assess scope and resources for modular tax, estate and financial plans; research market.
• Develop tax, estate and financial analyses; provide recommendations to team/clients.
• Retain and grow assets by advising clients and Centers of Influence; implement plans.
• Identify solutions and PNC services as opportunities to deepen relationships.
• Develop new client relationships through networking, prospecting and referrals.

Kenntnisse

Client relationship management

Customer experience management

Decision making

Critical thinking

Financial services industry

Networking

Sales scoping and qualification

Value selling

Ausbildung

Bachelor’s degree

Jobbeschreibung

PNC Financial Services Group is seeking a Private Business Strategist within its Private Bank organization. Based in US locations such as Philadelphia, PA; Princeton, NJ; Cherry Hill, NJ; Allentown, PA; or Wilmington, DE, you will engage business owners to align personal wealth with business goals.

The role emphasizes transition planning, tax considerations, and family-dynamics navigation. Key duties include consultations, planning analyses, asset retention and growth, and expanding client