Wealth Strategy Associate: Client Growth & Planning

PNC; Pittsburgh (Allegheny County); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability coverage

401(k) with match

Dependent care reimbursement

Back-up care

Educational assistance

Wellness program

Parental leave

Paid holidays

Absence days

Vacation days

Years of service

Job summary

PNC Wealth Management in Pittsburgh, PA seeks a Wealth Strategist to develop tax, estate and financial planning for clients, while growing assets and deepening relationships under senior guidance.

The role emphasizes research-driven analyses, client networking, and opportunity identification within a full-service wealth-management framework. Bachelor’s degree and 2+ years of relevant experience are typical requirements for this in-office position.

Qualifications

• Bachelor's degree and 2+ years of related experience.
• No required certifications/licensures.

Responsibilities

• Develops, consults on and implements matters of tax, estate and financial planning for clients.
• 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 clients and Centers of Influence and providing advice under 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.

Skills

Client relationship management

Financial analysis

Tax planning

Estate planning

Risk awareness

Education

Bachelor's degree

Job description

PNC Wealth Management in Pittsburgh, PA seeks a Wealth Strategist to develop tax, estate and financial planning for clients, while growing assets and deepening relationships under senior guidance.

The role emphasizes research-driven analyses, client networking, and opportunity identification within a full-service wealth-management framework. Bachelor’s degree and 2+ years of relevant experience are typical requirements for this in-office position.