Private Wealth Strategy Architect

PNC; Sarasota (FL); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k) with match

Paid holidays and PTO

Zusammenfassung

PNC is seeking a Private Business Strategist in Sarasota, FL to help business owners align their growth plans with personal wealth strategies. The role focuses on integrating corporate transition planning with estate and tax considerations, and requires deep experience in wealth management.

You will partner with relationship managers, provide strategic guidance on succession, capital structure, and risk, and help clients preserve wealth while growing assets under management.

Qualifikationen

• Engage business owners to discuss goals and growth impact on personal wealth.
• Integrate transition-planning into personal and corporate planning.
• Navigate estate-tax landscape and capital structure considerations.

Aufgaben

• Consult with clients to assess succession planning needs and strategies.
• Develop tax, estate and financial analyses; provide recommendations.
• Grow assets under management through client relationships.
• Collaborate with internal teams to align strategic alternatives.

Kenntnisse

Client engagement

Wealth planning

Estate & tax planning

Transition planning

Corporate tax awareness

Ausbildung

Bachelors

Jobbeschreibung

PNC is seeking a Private Business Strategist in Sarasota, FL to help business owners align their growth plans with personal wealth strategies. The role focuses on integrating corporate transition planning with estate and tax considerations, and requires deep experience in wealth management.

You will partner with relationship managers, provide strategic guidance on succession, capital structure, and risk, and help clients preserve wealth while growing assets under management.