Wealth Strategist III

PNC Financial Services Group, Inc.; Indianapolis (IN); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Paid holidays

Vacation days

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Strategist III in Indianapolis to develop and implement tax, estate, and financial plans for clients with complex needs.

You will collaborate with planning resources, grow assets under management and deepen client relationships by delivering tailored wealth solutions. In this role, extensive client engagement, cross-functional collaboration, and proactive business development are essential to expand the client base and provide comprehensive

Qualifications

• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Specific certifications are often required.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity.
• Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of new clients.
• Retains, expands and deepens existing relationships and assets under management.
• Conducts and reviews research, develops tax, estate and financial analyses and plans, and makes recommendations to team and clients.
• May provide direction to wealth strategists and associates.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition Competencies

Business Acumen

Client Relationship Management

Decision Making and Critical Thinking

Effective Communications

Investments

Networking

Problem Solving

Products and Services

Value Selling

Education

University degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist III within PNC's Private Bank organization, you will be based in Indianapolis, IN. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Capital Management
• Client Prospecting
• Client Relationship Building
• Competitive Advantages
• Decision Making
• Financial Operations
• Investment Banking
• Revenue Recognition Competencies
• Business Acumen
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investments
• Networking
• Problem Solving
• Products and Services
• Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Education JD Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match, pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• and years of service

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.