Wealth Strategy Advisor II - Client Growth & Planning

PNC Financial Services Group, Inc.; Princeton (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Match

Pension Plan

Stock Purchase Plan

Education Assistance

Wellness Program

Job summary

PNC Financial Services Group, Inc. invites a Wealth Strategist II to join the Wealth Management Financial Planning team, based in Pittsburgh, PA.

You will develop and implement tax, estate and financial plans for clients and collaborate with senior resources on complex matters. You will also drive client acquisition and growth, retain assets, and expand relationships by networking and referrals, while guiding junior colleagues as needed.

Qualifications

• Develops tax, estate and financial plans for clients.
• Collaborates with senior planning resources on complex matters.
• Seeks new clients and expands existing relationships.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
• Develops new client relationships through networking, prospecting and referrals.
• Provides direction to associates as needed.

Skills

Capital Management

Client Prospecting

Client Relationship

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC Financial Services Group, Inc. invites a Wealth Strategist II to join the Wealth Management Financial Planning team, based in Pittsburgh, PA.

You will develop and implement tax, estate and financial plans for clients and collaborate with senior resources on complex matters. You will also drive client acquisition and growth, retain assets, and expand relationships by networking and referrals, while guiding junior colleagues as needed.