Wealth Strategy Advisor

PNC Financial Services Group, Inc.; United States; On-site; USD 64,000 - 128,000; Full time

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA seeks a Wealth Strategist to join its Wealth Management team.

This in-office role focuses on tax, estate and financial planning for clients, with guidance from senior colleagues and opportunities to acquire new clients and deepen relationships. You will conduct research, develop analyses and plans, present recommendations, and expand assets under management by meeting clients and centers of influence.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• In lieu of a degree, a combination of education, certification(s) and experience may be considered.

Responsibilities

• Develops, consults on, and implements tax, estate and financial planning for clients under guidance.
• Assists in acquiring new clients and expanding existing relationships.
• Conducts research and develops tax, estate and financial analyses and plans.
• Makes recommendations to team and clients.
• Retains and grows assets under management by meeting clients and Centers of Influence.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Investments

Managing Multiple Priorities

Networking

Problem Solving

Value Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Pittsburgh, PA seeks a Wealth Strategist to join its Wealth Management team.

This in-office role focuses on tax, estate and financial planning for clients, with guidance from senior colleagues and opportunities to acquire new clients and deepen relationships. You will conduct research, develop analyses and plans, present recommendations, and expand assets under management by meeting clients and centers of influence.