Wealth Strategy Advisor I

PNC; Cincinnati (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical coverage (HSA)

Dental and vision

401(k) with match

Paid time off

Job summary

PNC's Private Bank invites a Wealth Strategist I to develop and implement tax, estate and financial planning strategies for clients, with guidance from senior team members. You will assist in acquiring new clients and deepen existing relationships in the Cleveland or Cincinnati area.

The role emphasizes client relationship management, risk-aware financial advice, and collaboration with Centers of Influence to grow assets under management under supervision from experienced professionals.

Qualifications

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

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients with guidance.
• Assists in acquiring new clients and deepens existing relationships.
• Retains and grows assets under management by meeting clients and centers of influence.
• Identifies 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's Private Bank invites a Wealth Strategist I to develop and implement tax, estate and financial planning strategies for clients, with guidance from senior team members. You will assist in acquiring new clients and deepen existing relationships in the Cleveland or Cincinnati area.

The role emphasizes client relationship management, risk-aware financial advice, and collaboration with Centers of Influence to grow assets under management under supervision from experienced professionals.