Wealth Strategy Associate

Fairygodboss; Chicago (IL); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension plan

Stock purchase plan

Life insurance for employee and spouse

Job summary

PNC Wealth Management is seeking a Wealth Strategist to develop and implement tax, estate, and financial plans for clients, under senior guidance. The role focuses on acquiring new clients, expanding assets under management, and leveraging Centers of Influence to provide strategic advice.

Responsibilities include identifying solutions, promoting PNC services, and building long-term client relationships through networking and referrals.

Qualifications

• University or college degree required with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable mix of education and experience may be considered.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients with guidance from senior team members.
• Assists in acquiring new clients and retains, expands and deepens existing relationships.
• Retains and grows assets under management by meeting with clients and Centers of Influence and providing advice.
• Identifies solutions and PNC services as sales opportunities to enhance client relationships.
• Develops new client relationships through networking, prospecting and referrals.

Skills

Capital Management

Client Prospecting

Client Relationships

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Competitive Advantages

Education

Bachelor's

Job description

PNC Wealth Management is seeking a Wealth Strategist to develop and implement tax, estate, and financial plans for clients, under senior guidance. The role focuses on acquiring new clients, expanding assets under management, and leveraging Centers of Influence to provide strategic advice.

Responsibilities include identifying solutions, promoting PNC services, and building long-term client relationships through networking and referrals.