Wealth Strategy Advisor – Private Bank

PNC Financial Services Group; Wayne (PA); Vor Ort; USD 75.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental & vision

401(k) with match

Pension plan

Stock purchase plans

Educational assistance

Wellness program

Zusammenfassung

PNC Financial Services Group is hiring a Wealth Strategist II within its Private Bank. The role focuses on developing tax, estate and financial plans, and expanding client relationships across multiple PA/NJ/DE locations with in-office expectations.

The position emphasizes collaboration with senior planners and proactive client engagement to grow assets under management and deliver tailored financial solutions.

Qualifikationen

• University degree with 3+ years of relevant experience.
• Experience in tax, estate and financial planning is preferred.
• Strong communication and client relationship skills.

Aufgaben

• Develop tax, estate and financial plans for clients.
• Collaborate with senior planning resources on complexities.
• Retain, expand and deepen client relationships.
• Identify PNC services as opportunities to grow assets.
• Develop new client relationships via networking and referrals.

Kenntnisse

Tax planning

Estate planning

Client prospecting

Relationship management

Financial analysis

Sales opportunities

Ausbildung

JD

Jobbeschreibung

PNC Financial Services Group is hiring a Wealth Strategist II within its Private Bank. The role focuses on developing tax, estate and financial plans, and expanding client relationships across multiple PA/NJ/DE locations with in-office expectations.

The position emphasizes collaboration with senior planners and proactive client engagement to grow assets under management and deliver tailored financial solutions.