Wealth Strategy Advisor: Client Growth & Planning

PNC Financial Services Group, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 75,000 - 128,000; Full time

Benefits offered by this job

Health coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Pension

Stock purchase plan

Dependent care reimbursement

Back-up care

Education assistance

Wellness program

Paid time off

Holidays

Vacation days

Parental leave

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks a Wealth Strategist to develop and implement tax, estate, and financial planning for clients, under guidance from senior team members. You will assist in acquiring new clients and deepen existing relationships while growing assets under management.

You will identify solutions and PNc services to expand client opportunities, building networks through referrals and Centers of Influence to deliver tailored wealth management strategies.

Qualifications

• Requires university degree and 2+ years of relevant professional experience.
• Bachelor's degree preferred; relevant certifications or military experience may be considered in lieu of a degree.
• Experience in wealth management or financial planning is desirable.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients under guidance.
• Assists in acquiring new clients and retains, expands and deepens existing relationships.
• Conducts research and develops tax, estate and financial analyses for recommendations.
• Identifies solutions and PNc services as sales opportunities to enhance client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks a Wealth Strategist to develop and implement tax, estate, and financial planning for clients, under guidance from senior team members. You will assist in acquiring new clients and deepen existing relationships while growing assets under management.

You will identify solutions and PNc services to expand client opportunities, building networks through referrals and Centers of Influence to deliver tailored wealth management strategies.