Wealth Strategist II — Client Growth & Planning

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. in Philadelphia, PA seeks a Wealth Strategist II in Private Bank to develop tax, estate and financial plans and expand client relationships.

You will collaborate with more-senior resources and acquire new clients while retaining and growing assets under management. A JD and 3+ years of relevant experience are needed; incentives and comprehensive benefits accompany the role.

Qualifications

• Roles require a university degree with 3+ years of relevant experience.
• JD required; certifications often desired.
• In lieu of a degree, a comparable mix of education, certification and experience may be considered.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Collaborates with senior planning resources on complex matters.
• Partners in the acquisition of new clients and grows assets under management.
• Conducts and reviews research and develops tax, estate and financial analyses.
• Identifies solutions and PNC services as sales opportunities.
• Develops new client relationships through networking, prospecting and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC Financial Services Group, Inc. in Philadelphia, PA seeks a Wealth Strategist II in Private Bank to develop tax, estate and financial plans and expand client relationships.

You will collaborate with more-senior resources and acquire new clients while retaining and growing assets under management. A JD and 3+ years of relevant experience are needed; incentives and comprehensive benefits accompany the role.