Private Wealth & Succession Strategist

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

Benefits dieser Stelle

Medical coverage

Dental & Vision

401(k) matching

Educational assistance

Wellness program

Zusammenfassung

PNC Financial Services Group, Inc. in Ohio is seeking a Private Business Strategist for the Private Bank.

You will engage business owners, translate goals into wealth planning strategies, and collaborate with Asset Management and Corporate & Investment Banking teams to strengthen relationships. The role emphasizes succession planning, tax considerations, and estate planning, with responsibility to grow assets under management and identify strategic opportunities.

Qualifikationen

• Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the owner's personal wealth.
• Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape.

Aufgaben

• Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions.
• Assesses the scope and resources required for modular tax, estate and financial plans and manages resources for efficiency.
• Conducts and reviews research and develops tax, estate and financial analyses and plans; makes recommendations to team and clients.
• Retains and grows assets under management by working with clients and Centers of Influence.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Kenntnisse

Client Relationship Management

Customer Experience Management

Decision Making

Financial Services Industry

Networking

Sales Scoping

Value Selling

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Financial Services Group, Inc. in Ohio is seeking a Private Business Strategist for the Private Bank.

You will engage business owners, translate goals into wealth planning strategies, and collaborate with Asset Management and Corporate & Investment Banking teams to strengthen relationships. The role emphasizes succession planning, tax considerations, and estate planning, with responsibility to grow assets under management and identify strategic opportunities.