Wealth Strategy Advisor

Fairygodboss; Cleveland (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

PNC is seeking a Wealth Strategist in Pittsburgh, PA to deliver tax, estate and financial planning for clients, with senior guidance. You’ll help acquire new clients while expanding relationships and assets under management.

You will identify opportunities to cross-sell PNC services and grow your network through referrals, while maintaining a client-focused approach in an in-office environment.

Qualifications

• Bachelor’s degree required; 2+ years of relevant professional experience.
• Experience in tax, estate and financial planning preferred.
• Knowledge of wealth management processes and client acquisition.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients.
• Assists in acquiring new clients and deepens existing relationships.
• Maintains asset growth by meeting with clients and Centers of Influence.
• Identifies PNC services as opportunities to enhance client relationships.
• Develops new client relationships via networking, prospecting and referrals.

Skills

Capital Mgmt

Prospecting

Client Relationships

Decision Making

Investments

Revenue Recognition

Education

Bachelor’s

Job description

PNC is seeking a Wealth Strategist in Pittsburgh, PA to deliver tax, estate and financial planning for clients, with senior guidance. You’ll help acquire new clients while expanding relationships and assets under management.

You will identify opportunities to cross-sell PNC services and grow your network through referrals, while maintaining a client-focused approach in an in-office environment.