Wealth Strategist II — Client-Focused Wealth Planning

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Generous paid time off

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks a Wealth Strategist II within Wealth Management Financial Planning to develop, consult on and implement tax, estate and financial plans for clients. The role partners with senior resources, acquires and retains clients, and grows assets under management.

The candidate should have a university degree with 3+ years of relevant experience; JD is noted. Base salary ranges from $75,000 to $125,000, with location-based variations.

Qualifications

• University degree required; 3+ years of relevant industry experience.
• Certifications are desirable but not required.
• JD is specified for this senior planning role.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Collaborates with senior planning resources on complex matters.
• Partners in acquiring new clients and expanding relationships.
• Retains and grows assets under management with clients and centers of influence.
• Conducts research and develops tax, estate and financial analyses and plans.
• Provides direction to associates and makes client recommendations.

Skills

Client prospecting

Client relationship management

Capital management

Investment planning

Strategic partnership

Networking

Education

JD

Tools

CRM systems

Financial planning software

Job description

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks a Wealth Strategist II within Wealth Management Financial Planning to develop, consult on and implement tax, estate and financial plans for clients. The role partners with senior resources, acquires and retains clients, and grows assets under management.

The candidate should have a university degree with 3+ years of relevant experience; JD is noted. Base salary ranges from $75,000 to $125,000, with location-based variations.