Wealth Strategy Advisor II - Financial Planning

Fairygodboss; Chicago (IL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

Pension and stock purchase plans

Job summary

PNC Wealth Management Financial Planning is seeking a Wealth Strategist II to develop, consult on, and implement sophisticated tax, estate, and financial plans for clients. You will collaborate with senior resources, participate in new client acquisition, and work to retain and grow assets under management.

Based in Pittsburgh, PA, this in-office role emphasizes building strong client relationships, expanding service opportunities, and delivering tailored financial strategies.

Qualifications

• University degree with 3+ years of relevant industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of complexity and specific subject matters.
• Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to 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.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC Wealth Management Financial Planning is seeking a Wealth Strategist II to develop, consult on, and implement sophisticated tax, estate, and financial plans for clients. You will collaborate with senior resources, participate in new client acquisition, and work to retain and grow assets under management.

Based in Pittsburgh, PA, this in-office role emphasizes building strong client relationships, expanding service opportunities, and delivering tailored financial strategies.