Wealth Strategy Advisor II – Client Growth & Planning

Fairygodboss; Houston (TX); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan

Stock purchase plan

Paid holidays

Job summary

PNC is seeking a Wealth Strategist II in its Wealth Management Financial Planning organization, with base location in Pittsburgh, PA. The role focuses on developing and implementing tax, estate and financial plans, growing assets under management, and expanding client relationships.

Applicants should have strong relationship management, analytical skills, and at least 3+ years in relevant industry experience. The position is in-office with a comprehensive benefits package.

Qualifications

• Successful candidates must demonstrate knowledge, skills and abilities for the role.
• Education includes JD as stated in the qualifications.
• Certifications and licenses are not required for this position.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Executes research and creates tax, estate and financial analyses and plans.
• Retains and grows assets under management by advising clients and prospects.
• Identifies PNC services as opportunities to enhance client relationships.
• Develops new client relationships through networking and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC is seeking a Wealth Strategist II in its Wealth Management Financial Planning organization, with base location in Pittsburgh, PA. The role focuses on developing and implementing tax, estate and financial plans, growing assets under management, and expanding client relationships.

Applicants should have strong relationship management, analytical skills, and at least 3+ years in relevant industry experience. The position is in-office with a comprehensive benefits package.