Wealth Strategy Advisor I

Fairygodboss; Princeton (NJ); On-site; USD 63,750 - 127,500; Full time

Job summary

PNC Wealth Management is seeking a Wealth strategist based in Phoenix, AZ. You will develop, consult on and implement tax, estate and financial planning for clients, with guidance from senior team members.

Responsibilities include growing assets under management, meeting clients, and identifying solutions across PNC services to deepen relationships. The role emphasizes customer focus and risk management in a dynamic advisory environment.

Qualifications

• Develops, consults on and implements tax, estate and financial planning for clients under guidance from team members or management.
• Builds and retains client relationships and expands assets under management.
• Provides financial analyses and recommendations to team and clients.

Responsibilities

• Retains and grows assets under management by meeting clients and Centers of Influence with guidance from senior team members.
• Identifies solutions and PNC services to enhance existing client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Strategic Planning

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth strategist based in Phoenix, AZ. You will develop, consult on and implement tax, estate and financial planning for clients, with guidance from senior team members.

Responsibilities include growing assets under management, meeting clients, and identifying solutions across PNC services to deepen relationships. The role emphasizes customer focus and risk management in a dynamic advisory environment.