Private Wealth & Succession Strategist

PNC Financial Services Group, Inc.; Akron (OH); Vor Ort; USD 133.000 - 247.000; Vollzeit

Benefits dieser Stelle

Medical/Dental/Vision benefits

401(k) with company match

Pension plan

Zusammenfassung

PNC is seeking a Private Business Strategist in its Private Bank group to collaborate with clients on succession planning and integrated wealth strategies. Based in Ohio, the role centers on advising business owners, coordinating with internal teams, and driving long-term client relationships.

The position emphasizes tax and estate planning expertise, with a focus on capital structure, ownership transitions, and family dynamics. This in-office role offers a comprehensive benefits package.

Qualifikationen

• Client relationship management and finance-focused advisory skills.
• Experience building wealth strategies for business owners.
• Ability to translate client goals into actionable wealth plans.

Aufgaben

• Participates in consultations with clients on succession planning and internal partnerships.
• Scopes resources for tax, estate and financial plans and researches markets.
• Develops tax, estate and financial analyses and presents recommendations.
• Retains and grows assets by advising clients and Centers of Influence.
• Identifies services to enhance existing client relationships.
• Develops new client relationships through networking and referrals.

Kenntnisse

Client Relationship Management

Customer Experience Management

Decision Making

Financial Services Industry

Networking

Sales Scoping

Value Selling

Ausbildung

Bachelors

Jobbeschreibung

PNC is seeking a Private Business Strategist in its Private Bank group to collaborate with clients on succession planning and integrated wealth strategies. Based in Ohio, the role centers on advising business owners, coordinating with internal teams, and driving long-term client relationships.

The position emphasizes tax and estate planning expertise, with a focus on capital structure, ownership transitions, and family dynamics. This in-office role offers a comprehensive benefits package.