Wealth Planning Advisor I

PNC Financial Services Group, Inc.; Cleveland, Northern (OH, KY); Hybrid; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. is hiring a Wealth Strategist I within its Private Bank in Ohio.

The role involves developing, consulting on and implementing tax, estate and financial plans for clients, with guidance from senior team members, and expanding the client base through networking and referrals. Based in Cleveland or Cincinnati, OH, you will retain and grow assets under management, meet with clients and Centers of Influence, and identify solutions and PNC services to enhance

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management.
• Assists in the acquisition of new clients.
• Retains, expands and deepens existing relationships.
• Conducts research, as appropriate, and develops tax, estate and financial analyses and plans.
• Makes generally accepted recommendations to team and may make recommendations to clients.
• Retains and grows assets under management by working directly and meeting with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Accuracy and Attention to Detail

Networking

Problem Solving

Products and Services

Value Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is hiring a Wealth Strategist I within its Private Bank in Ohio.

The role involves developing, consulting on and implementing tax, estate and financial plans for clients, with guidance from senior team members, and expanding the client base through networking and referrals. Based in Cleveland or Cincinnati, OH, you will retain and grow assets under management, meet with clients and Centers of Influence, and identify solutions and PNC services to enhance