Wealth Strategist I

Jobtailor; Colorado; On-site; USD 90,000 - 120,000; Full time

Job summary

PNC in Colorado seeks a professional to develop, consult on, and implement tax, estate, and financial planning for clients under guidance. You will assist in acquiring and retaining clients, expanding relationships, and delivering client-focused financial solutions.

The role requires 2+ years of experience, strong communication, and the ability to manage multiple priorities while applying risk management principles to protect client assets.

Qualifications

• University / college degree typically required or comparable education/experience considered in lieu of a degree
• 2+ years of relevant professional experience
• Knowledge of capital management, client prospecting, client relationship building, financial operations, investment banking, and revenue recognition
• Client relationship management, investments, networking, value selling, and financial products and services knowledge
• Accuracy and attention to detail
• Decision making and critical thinking
• Effective communications
• Managing multiple priorities
• Problem solving
• No required certifications
• No required licenses
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Responsibilities

• Develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from team members or management
• Assist in acquiring new clients
• Retain, expand, and deepen existing client relationships
• Conduct research and develop tax, estate, and financial analyses and plans
• Make generally accepted recommendations to the team and may make recommendations to clients
• Retain and grow assets under management by meeting directly with clients and Centers of Influence
• Provide advice and implementation under the guidance of senior team members
• Identify PNC solutions and services as sales opportunities to enhance existing client relationships
• Develop new client relationships through networking, prospecting, and referrals
• Manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework
• Deliver customer-focused solutions aligned with customer needs and satisfaction

Skills

Client Relationship Management

Financial Planning

Capital Management

Networking

Decision Making

Education

Bachelor's degree

Tools

Financial Operations

Investment Banking

Revenue Recognition

Tax Planning

Estate Planning

Job description

• Develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from team members or management
• Assist in acquiring new clients
• Retain, expand, and deepen existing client relationships
• Conduct research and develop tax, estate, and financial analyses and plans
• Make generally accepted recommendations to the team and may make recommendations to clients
• Retain and grow assets under management by meeting directly with clients and Centers of Influence
• Provide advice and implementation under the guidance of senior team members
• Identify PNC solutions and services as sales opportunities to enhance existing client relationships
• Develop new client relationships through networking, prospecting, and referrals
• Manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework
• Deliver customer-focused solutions aligned with customer needs and satisfaction

Requirements

• University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Knowledge of capital management, client prospecting, client relationship building, financial operations, investment banking, and revenue recognition
• Client relationship management, investments, networking, value selling, and financial products and services knowledge
• Accuracy and attention to detail
• Decision making and critical thinking
• Effective communications
• Managing multiple priorities
• Problem solving
• No required certifications
• No required licenses
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in client relationship management, financial planning, and capital management while effectively delivering customer-focused solutions. Proficient in networking, prospecting, and providing financial advice to enhance client satisfaction and retention.

Highest-signal resume keywords

• Client Relationship Management
• Financial Planning
• Capital Management
• Networking
• Decision Making

ATS Optimization Keywords

Hard Skills

• Financial Operations
• Investment Banking
• Revenue Recognition
• Tax Planning
• Estate Planning

Soft Skills

• Effective Communication
• Attention to Detail
• Problem Solving
• Managing Multiple Priorities
• Critical Thinking

Industry Keywords

• Client Prospecting
• Value Selling
• Customer Satisfaction
• Enterprise Risk Management
• Financial Products and Services