Wealth Strategy Associate - Client Advisory

Fairygodboss; Houston (TX); On-site; USD 63,750 - 127,500; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Stock purchase plan

Job summary

PNC Wealth Management seeks a Wealth Strategist based in Phoenix, AZ. You will develop tax, estate and financial planning for clients, retain and grow assets under management, and build new relationships through networking and referrals. Sponsorship is not provided for visas.

Role emphasizes client-focused advisory, risk management, and cross-functional collaboration within the wealth management team. Eligible for comprehensive benefits and competitive compensation.

Qualifications

• University/college degree required with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
• No Certified or Licenses required as per listing.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients under guidance; assists in acquiring new clients; retains 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 under guidance of senior members.
• 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 Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelors

Job description

PNC Wealth Management seeks a Wealth Strategist based in Phoenix, AZ. You will develop tax, estate and financial planning for clients, retain and grow assets under management, and build new relationships through networking and referrals. Sponsorship is not provided for visas.

Role emphasizes client-focused advisory, risk management, and cross-functional collaboration within the wealth management team. Eligible for comprehensive benefits and competitive compensation.