Wealth Strategy Associate - Client Advisor

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Educational assistance

Job summary

PNC Wealth Management is seeking a Wealth Strategist based in Phoenix, AZ. You will develop tax, estate and financial plans for clients, grow assets, and build relationships with Centers of Influence while collaborating with senior team members.

Role emphasizes client-focused service, risk management, and cross-functional collaboration within a respected financial institution. Travel and licensing requirements may apply per role.

Qualifications

• Bachelor's degree required.
• 2+ years of relevant professional experience.
• No certifications or licenses required.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients with guidance from team.
• Conducts research and develops tax, estate and financial analyses and plans.
• Retains and grows assets by meeting clients and Centers of Influence and providing advice.
• 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 based in Phoenix, AZ. You will develop tax, estate and financial plans for clients, grow assets, and build relationships with Centers of Influence while collaborating with senior team members.

Role emphasizes client-focused service, risk management, and cross-functional collaboration within a respected financial institution. Travel and licensing requirements may apply per role.