Wealth Strategist III

Jobtailor; Kentucky; On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor in the United States/ Kentucky region seeks an experienced wealth advisor to develop and implement tax, estate, and financial plans for diverse clients. You will collaborate with planning resources on complex matters, acquire and retain clients, and manage assets under management through informed advice and execution.

The role requires strong knowledge of tax planning, investment banking, financial operations, and risk management, with a track record in value selling and strategic

Qualifications

• University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
• JD education listed
• 5+ years of industry-relevant experience typically required
• Knowledge, skills, and abilities appropriate for the role
• Capital management
• Client prospecting
• Client relationship building
• Financial operations
• Investment banking
• Revenue recognition
• Business acumen
• Client relationship management
• Decision making and critical thinking
• Effective communications
• Investments
• Networking
• Problem solving
• Products and services
• Value selling
• Enterprise Risk Management

Responsibilities

• Develop, consult on, and implement tax, estate, and financial plans for clients, including complex clients
• Collaborate with planning resources on complex subject matters
• 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 potentially to clients
• Provide direction to wealth strategists and associates
• Retain and grow assets under management through advice and implementation
• Work with clients, prospective clients, and Centers of Influence
• Identify PNC solutions and services as sales opportunities
• Develop new client relationships through networking, prospecting, and referrals
• Manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Skills

Tax Planning

Client Relationship Management

Financial Analysis

Investment Banking

Capital Management

Revenue Recognition

Decision Making

Effective Communication

Networking

Problem Solving

Value Selling

Enterprise Risk Management

Education

JD Education

Job description

• Develop, consult on, and implement tax, estate, and financial plans for clients, including complex clients
• Collaborate with planning resources on complex subject matters
• 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 potentially to clients
• Provide direction to wealth strategists and associates
• Retain and grow assets under management through advice and implementation
• Work with clients, prospective clients, and Centers of Influence
• Identify PNC solutions and services as sales opportunities
• Develop new client relationships through networking, prospecting, and referrals
• Manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Requirements

• University / college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• JD education listed
• 5+ years of industry-relevant experience typically required
• Knowledge, skills, and abilities appropriate for the role
• Capital management
• Client prospecting
• Client relationship building
• Financial operations
• Investment banking
• Revenue recognition
• Business acumen
• Client relationship management
• Decision making and critical thinking
• Effective communications
• Investments
• Networking
• Problem solving
• Products and services
• Value selling
• Must not require employment visa sponsorship or STEM OPT participation

Core Competencies

Demonstrates expertise in developing and implementing tax, estate, and financial plans while effectively managing client relationships and expanding business opportunities. Proficient in capital management, investment banking, and financial operations to drive growth and ensure compliance with risk management frameworks.

Highest-signal resume keywords

• Tax Planning
• Client Relationship Management
• Financial Analysis
• Investment Banking
• Decision Making

ATS Optimization Keywords

Hard Skills

• Tax Planning
• Financial Analysis
• Capital Management
• Investment Banking
• Revenue Recognition

Soft Skills

• Effective Communication
• Problem Solving
• Networking
• Client Relationship Building
• Critical Thinking

Certifications & Qualifications

• JD Education

Industry Keywords

• Client Prospecting
• Wealth Management
• Financial Operations
• Value Selling
• Enterprise Risk Management