Wealth Strategy Associate

PNC Financial Services Group, Inc.; Cleveland (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Paid holidays

Vacation and personal time

Job summary

PNC Financial Services Group, Inc. invites applications for a Wealth Strategist within its Wealth Management organization, potentially based in Pittsburgh, PA. The role emphasizes advising clients on tax, estate and financial planning, while expanding client relationships and acquiring new business.

Base salary ranges from $63,750 to $127,500 with varied benefits and opportunities for growth. This in-office position focuses on relationship management and integrated financial planning.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.

Responsibilities

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

Education

Bachelors

Job description

PNC Financial Services Group, Inc. invites applications for a Wealth Strategist within its Wealth Management organization, potentially based in Pittsburgh, PA. The role emphasizes advising clients on tax, estate and financial planning, while expanding client relationships and acquiring new business.

Base salary ranges from $63,750 to $127,500 with varied benefits and opportunities for growth. This in-office position focuses on relationship management and integrated financial planning.