Wealth Strategy Associate

Fairygodboss; Washington (District of Columbia); On-site; USD 63,750 - 127,500; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Paid holidays and vacation

Job summary

PNC Wealth Management is seeking a Wealth Strategist to develop tax, estate and financial plans and to grow client assets. Based in Phoenix, AZ, you will collaborate with senior colleagues to deliver tailored advice to clients and Centers of Influence.

The role emphasizes building new client relationships, conducting analyses, and recommending solutions that align with client objectives while adhering to risk and regulatory standards.

Qualifications

• University/college degree required with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, certification(s), and experience may be considered.

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 and develops tax, estate and financial analyses and plans; makes recommendations to team and clients.
• Retains and grows assets under management by meeting with clients and Centers of Influence and providing advice and implementation under senior guidance.
• 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

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Strategist to develop tax, estate and financial plans and to grow client assets. Based in Phoenix, AZ, you will collaborate with senior colleagues to deliver tailored advice to clients and Centers of Influence.

The role emphasizes building new client relationships, conducting analyses, and recommending solutions that align with client objectives while adhering to risk and regulatory standards.