Wealth Strategy Associate: Client Growth & Planning

PNC; Phoenix (AZ); On-site; USD 63,750 - 127,500; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid time off

Job summary

PNC, located in Phoenix, AZ, is hiring a Wealth Strategist to develop and implement tax and financial planning strategies for clients. Ideal candidates should have a Bachelor's degree and 2+ years of experience, focusing on client relationship management and risk assessment.

The position offers a competitive salary ranging from $63,750 to $127,500, as well as a comprehensive benefits package including medical, dental, and retirement options.

Qualifications

• 2+ years of relevant professional experience or equivalent education and certification.
• Knowledge of customer-focused solutions and managing risk.
• Effective communication and critical thinking skills.

Responsibilities

• Develop and implement financial planning matters for clients.
• Conduct research and develop financial analyses and plans.
• Identify sales opportunities to enhance client relationships.
• Develop new client relationships through networking and prospecting.

Skills

Capital Management

Client Relationship Building

Decision Making

Financial Operations

Education

Bachelor's degree

Job description

PNC, located in Phoenix, AZ, is hiring a Wealth Strategist to develop and implement tax and financial planning strategies for clients. Ideal candidates should have a Bachelor's degree and 2+ years of experience, focusing on client relationship management and risk assessment.

The position offers a competitive salary ranging from $63,750 to $127,500, as well as a comprehensive benefits package including medical, dental, and retirement options.