Senior Wealth Architect & Client Strategist

PNC Financial Services Group, Inc.; Cleveland (OH); Presencial; USD 133 000 - 296 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

Dental & Vision

Life Insurance

Disability

401(k) match

Pension & Stock Purchase

Dependent care account

Vacation days

Resumo da oferta

PNC Financial Services Group, Inc. is seeking a Wealth Strategist Senior within its Private Bank to develop advanced tax, estate and financial plans for clients and to deepen client relationships across a broad set of services.

Based in one of several major markets, the role emphasizes client acquisition, relationship management and cross-service collaboration, with an in-office culture and incentive plan aligned to performance.

Qualificações

• JD degree and admission to the bar.
• 8+ years of relevant wealth management experience.
• Certifications or licenses are typically desirable.

Responsabilidades

• Develops, consults on and implements tax, estate and financial plans for clients.
• Performs research and prepares financial analyses and plans for clients.
• Retains and grows assets under management through client relationships.
• Identifies cross-sell opportunities to enhance client relationships.
• Develops new client relationships via networking and referrals.

Conhecimentos

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Formação académica

JD

Descrição da oferta de emprego

PNC Financial Services Group, Inc. is seeking a Wealth Strategist Senior within its Private Bank to develop advanced tax, estate and financial plans for clients and to deepen client relationships across a broad set of services.

Based in one of several major markets, the role emphasizes client acquisition, relationship management and cross-service collaboration, with an in-office culture and incentive plan aligned to performance.