Wealth Strategist: Client Growth & Estate Planning

Fairygodboss; Princeton (NJ); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with match

Stock purchase plans

Educational assistance

Wellness program

Job summary

PNC is seeking a Wealth Strategist in its Wealth Management organization, based in Pittsburgh, PA. The role involves tax, estate, and financial planning for clients, with guidance from senior team members, and growth of assets under management through client meetings.

The position emphasizes relationship development, prospecting, and leveraging Centers of Influence to deliver comprehensive financial solutions. Base salary ranges are disclosed in the job posting, with competitive benefits.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• Bachelors
• No Required Certification(s)
• No Required License(s)
• No Required or Preferred Language Assessments

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

Investments

Education

Bachelors

Job description

PNC is seeking a Wealth Strategist in its Wealth Management organization, based in Pittsburgh, PA. The role involves tax, estate, and financial planning for clients, with guidance from senior team members, and growth of assets under management through client meetings.

The position emphasizes relationship development, prospecting, and leveraging Centers of Influence to deliver comprehensive financial solutions. Base salary ranges are disclosed in the job posting, with competitive benefits.