Wealth Strategist II — Private Banking & Client Growth

PNC Financial Services Group; Wilmington (DE); Vor Ort; USD 75.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical/prescription coverage

Dental and vision options

401(k) with match

Pension and stock purchase plans

Paid holidays

Vacation days

Zusammenfassung

PNC Financial Services Group in Philadelphia, PA and surrounding areas seeks a Wealth Strategist II within its Private Bank organization. You will develop tax, estate, and financial plans, grow client relationships, and coordinate with senior planning resources to deliver tailored solutions.

Based in multiple locations including Philadelphia, PA, Wayne, PA, Blue Bell, PA, Wilmington, DE, or Cherry Hill, NJ, this in-office role emphasizes collaboration, client service excellence, and an

Qualifikationen

• Must demonstrate knowledge, skills, and abilities for a Wealth Strategist role.
• Includes education, work experience and certifications/licensures.

Aufgaben

• Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with senior planning resources and partners to acquire new clients.
• Conducts and reviews research, develops analyses and makes recommendations to team and clients.
• Retains and grows assets under management by advising clients and centers of influence.
• Identifies solutions and PNC services as opportunities to enhance relationships.
• Develops new client relationships through networking, prospecting and referrals.

Kenntnisse

Capital Management

Client Prospecting

Client Relationships

Competitive Advantage

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Ausbildung

JD

Jobbeschreibung

PNC Financial Services Group in Philadelphia, PA and surrounding areas seeks a Wealth Strategist II within its Private Bank organization. You will develop tax, estate, and financial plans, grow client relationships, and coordinate with senior planning resources to deliver tailored solutions.

Based in multiple locations including Philadelphia, PA, Wayne, PA, Blue Bell, PA, Wilmington, DE, or Cherry Hill, NJ, this in-office role emphasizes collaboration, client service excellence, and an