Wealth Strategist II

Jobtailor; Illinois; On-site; USD 90,000 - 130,000; Full time

Job summary

PNC is seeking a seasoned professional to develop, consult on, and implement tax, estate, and financial plans for clients in a role focused on growing assets under management and expanding client relationships.

Collaborate with senior resources on complex matters, identify opportunities, and guide associates in delivering comprehensive planning solutions to a broad client base in a dynamic Financial Services environment.

Qualifications

• University/college degree typically required; or a comparable combination of education and experience may be considered.
• 3+ years of relevant industry experience.
• Knowledge of capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition.

Responsibilities

• Develop, consult on, and implement tax, estate, and financial plans for clients
• Collaborate with senior planning resources on complex matters and specific subject areas
• Partner in acquiring new clients
• Retain, expand, and deepen existing client relationships
• Conduct and review research
• Develop tax, estate, and financial analyses and plans
• Make generally accepted recommendations to the team and may make recommendations to clients
• Provide direction to associates when needed
• Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence and supporting implementation
• Identify PNC solutions and services as sales opportunities
• Develop new client relationships through networking, prospecting, and referrals
• Support customer-focused decision-making and manage risks under Enterprise Risk Management Framework

Skills

Client relationship mgmt

Financial analysis

Investment banking

Business acumen

Networking

Value selling

Capital management

Decision making

Problem solving

Education

Bachelor's degree

Job description

• Develop, consult on, and implement tax, estate, and financial plans for clients
• Collaborate with senior planning resources on complex matters and specific subject areas
• Partner in acquiring new clients
• Retain, expand, and deepen existing client relationships
• Conduct and review research
• Develop tax, estate, and financial analyses and plans
• Make generally accepted recommendations to the team and may make recommendations to clients
• Provide direction to associates when needed
• Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence and supporting implementation
• Identify PNC solutions and services as sales opportunities
• Develop new client relationships through networking, prospecting, and referrals
• Support customer-focused decision-making and manage risks under PNC's Enterprise Risk Management Framework

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
• 3+ years of relevant / direct industry experience
• Appropriate knowledge, skills, and abilities for the role
• Knowledge of capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition
• Competence in business acumen, client relationship management, decision making and critical thinking, effective communications, investments, networking, problem solving, products and services, and value selling
• No required certifications
• No required licenses
• No required or preferred language assessments
• Must not require employment visa sponsorship; PNC will not participate in STEM OPT
• Subject to FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history

Core Competencies

Demonstrates expertise in developing and implementing tax, estate, and financial plans while effectively managing client relationships and expanding business opportunities. Proficient in financial operations, investment banking, and client prospecting to drive growth and retention.

Highest-signal resume keywords

• Tax Planning
• Client Relationship Management
• Financial Analysis
• Investment Banking
• Business Acumen

Hard Skills

• Financial Planning
• Estate Planning
• Capital Management
• Revenue Recognition
• Decision Making

Soft Skills

• Effective Communication
• Critical Thinking
• Problem Solving
• Networking
• Value Selling

Industry Keywords

• Client Prospecting
• Customer-Focused Decision-Making
• Enterprise Risk Management
• Assets Under Management
• Centers of Influence