Wealth Planning Strategist

PNC; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical & vision coverage

401(k) with company match

Paid holidays

Wellness program

Job summary

PNC's Wealth Management division seeks a Wealth Strategist I to partner with Financial Advisors to create comprehensive financial plans in an in-office setting based in Pittsburgh, PA or another approved location.

CFP certification (or progress toward it) and experience with planning software like eMoney or MoneyGuidePro are strongly preferred. The role involves client meetings, plan presentation, and ongoing relationship management.

Qualifications

• Experience as a financial planner, paraplanner, or advisor.
• CFP certification or progress toward it preferred.
• Experience with financial planning software such as eMoney or MoneyGuidePro.
• In-office role requiring client meetings and planning delivery.

Responsibilities

• Develop tax, estate and financial plans with guidance from the team.
• Assist in acquiring new clients and expanding relationships.
• Conduct research and create analyses and plans for clients.
• Present plans and recommendations to clients and engage centers of influence.
• Identify solutions and PNC services to enhance client relationships.
• Grow client relationships through networking and referrals.

Skills

Financial planning

Client relationship management

Presentation to clients

Analytical thinking

Education

CFP certification (in progress)

Tools

eMoney

MoneyGuidePro

Job description

PNC's Wealth Management division seeks a Wealth Strategist I to partner with Financial Advisors to create comprehensive financial plans in an in-office setting based in Pittsburgh, PA or another approved location.

CFP certification (or progress toward it) and experience with planning software like eMoney or MoneyGuidePro are strongly preferred. The role involves client meetings, plan presentation, and ongoing relationship management.