Wealth Planning Advisor I

PNC; Pittsburgh (Allegheny County); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Wealth Management is seeking a Wealth Strategist I to partner with Financial Advisors in Pittsburgh, PA, delivering comprehensive financial plans and guidance. You will analyze client needs, prepare strategies, and present recommendations to clients in meetings alongside senior team members.

CFP certification or progress toward it is strongly preferred, with experience in eMoney or MoneyGuidePro. This in-office role emphasizes client relationship management, tax and estate planning, and

Qualifications

• Requires university degree; 2+ years of relevant experience preferred.
• CFP (or progress toward) certification strongly preferred.
• Experience with financial planning software such as eMoney or MoneyGuidePro is a plus.

Responsibilities

• Develops tax, estate and financial planning for clients with guidance from senior team members.
• Assists in acquisition of new clients and expands assets under management.
• Meets with clients and Centers of Influence to present plans and recommendations.

Skills

Client Relationship Management

Capital Management

Client Prospecting

Investment Banking

Revenue Recognition

Decision Making

Networking

Financial Operations

Education

Bachelor's

Tools

eMoney

MoneyGuidePro

Job description

PNC Wealth Management is seeking a Wealth Strategist I to partner with Financial Advisors in Pittsburgh, PA, delivering comprehensive financial plans and guidance. You will analyze client needs, prepare strategies, and present recommendations to clients in meetings alongside senior team members.

CFP certification or progress toward it is strongly preferred, with experience in eMoney or MoneyGuidePro. This in-office role emphasizes client relationship management, tax and estate planning, and