Wealth Planner & Strategy Advisor

PNC Financial Services Group; Pittsburgh (Allegheny County); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with company match

Pension

Stock purchase plan

Medical and prescription drug coverage

Dental and vision

Life insurance

Disability insurance

Educational assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Financial Services Group is seeking a Wealth Strategist I – Financial Planner to work in-office at our Pittsburgh, PA location. You will develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from senior advisors, while helping to acquire and retain assets under management.

The role emphasizes risk-aware decision-making within PNC’s Enterprise Risk Management Framework, collaboration with Wealth Management Financial Advisors, and delivering

Qualifications

• Hold CFP certification or working toward it
• University/college degree and 2+ years of relevant experience
• Experience in financial planning or as an advisor/supporting role

Responsibilities

• Develop, consult on, and implement tax, estate, and financial planning matters for clients.
• Assist in acquiring new clients and retain existing relationships.
• Conduct tax, estate, and financial analyses and develop plans.
• Provide recommendations to team and, when appropriate, to clients.
• Help grow assets under management by working with clients and centers of influence.
• Identify PNC services that enhance client relationships.
• Develop new client relationships through networking and referrals.
• Join advisors in client meetings to present plans and recommendations.

Job description

PNC Financial Services Group is seeking a Wealth Strategist I – Financial Planner to work in-office at our Pittsburgh, PA location. You will develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from senior advisors, while helping to acquire and retain assets under management.

The role emphasizes risk-aware decision-making within PNC’s Enterprise Risk Management Framework, collaboration with Wealth Management Financial Advisors, and delivering