Wealth Strategist: Financial Planning & Client Growth

Fairygodboss; Princeton (NJ); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management seeks a Wealth Strategist to partner with Financial Advisors to build and deliver comprehensive financial plans. This in-office role will join advisors in client meetings to present the plan and recommendations directly to clients.

Strong candidates have CFP certification progress, 2+ years in financial planning, and experience with eMoney or MoneyGuidePro. Base salary ranges from 63,750 to 106,250 USD with robust benefits and growth.

Qualifications

• CFP certification (or progress toward it) preferred.
• 2+ years of relevant financial planning experience.
• Experience using financial planning software (eMoney/MoneyGuidePro).

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients.
• Assists in acquisition of new clients and grows assets under management.
• Meets with clients and Centers of Influence to provide advice and implementation.
• Identifies sales opportunities to enhance client relationships.
• Develops new client relationships through networking and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelor's

Tools

eMoney

MoneyGuidePro

Job description

PNC Wealth Management seeks a Wealth Strategist to partner with Financial Advisors to build and deliver comprehensive financial plans. This in-office role will join advisors in client meetings to present the plan and recommendations directly to clients.

Strong candidates have CFP certification progress, 2+ years in financial planning, and experience with eMoney or MoneyGuidePro. Base salary ranges from 63,750 to 106,250 USD with robust benefits and growth.