Wealth Strategy Associate - Financial Planning

Pittsburgh Tomorrow; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

medical/prescription drug coverage (H‑

dental and vision options

employee and spouse/child life保险

short and long-term disability

401(k) with company match

pension and stock purchase plans

dependent care reimbursement

back-up child/elder care

adoption, surrogacy, and doula support

educational assistance for select pro‑

wellness program with incentives

maternity/parental leave

paid holidays

vacation days per year

Job summary

PNC is seeking a Wealth Strategist I in Pittsburgh, PA to partner with Wealth Management Financial Advisors to build, analyze and deliver comprehensive financial plans. You may join client meetings and present recommendations.

CFP certification (or progress toward it) and experience with financial planning software such as eMoney or MoneyGuidePro are strongly preferred. This is an in-office role within a collaborative, supportive culture.

Qualifications

• Knowledgeable in tax, estate and financial planning concepts and experienced in financial planning delivery.
• Strong client relationship skills and ability to identify client needs.
• Familiar with financial planning workflows and collaboration with advisors.

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 under guidance of senior team members.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.

Job description

PNC is seeking a Wealth Strategist I in Pittsburgh, PA to partner with Wealth Management Financial Advisors to build, analyze and deliver comprehensive financial plans. You may join client meetings and present recommendations.

CFP certification (or progress toward it) and experience with financial planning software such as eMoney or MoneyGuidePro are strongly preferred. This is an in-office role within a collaborative, supportive culture.