Private Wealth & Succession Strategist

PNC; Charlotte (NC); Vor Ort; USD 100.000 - 170.000; Vollzeit

Benefits dieser Stelle

Medical/dental/vision benefits

401(k) with company match

Paid time off and holidays

Zusammenfassung

PNC is seeking a Private Business Strategist in Charlotte, NC, within the Private Bank organization. You will engage business owners to translate goals into growth plans, integrating transition planning with personal and corporate strategies.

The role emphasizes wealth preservation, estate planning, and collaboration with Asset Management and Corporate & Investment Banking teams. Responsibilities include assessing resources for tax and estate plans, researching market solutions, and growing

Aufgaben

• Engage business owners to discuss goals and translate conversations into growth insights and impact on owner’s personal wealth.
• Integrate transition-planning strategies into personal and corporate planning, evaluating methods like retain vs. sell.
• Explain effects of transition strategies on capital structure and owners’ tax positions.
• Identify opportunities to deepen client relationships and offer tax, estate, and financial planning solutions.

Jobbeschreibung

PNC is seeking a Private Business Strategist in Charlotte, NC, within the Private Bank organization. You will engage business owners to translate goals into growth plans, integrating transition planning with personal and corporate strategies.

The role emphasizes wealth preservation, estate planning, and collaboration with Asset Management and Corporate & Investment Banking teams. Responsibilities include assessing resources for tax and estate plans, researching market solutions, and growing