Wealth Strategy Associate: Grow Client Portfolios

Fairygodboss; Columbus (OH); On-site; USD 64,000 - 128,000; Full time

Job summary

PNC, based in Pittsburgh, PA, is seeking a Wealth Strategist in its Wealth Management organization. You will develop, consult on and implement tax, estate and financial planning for clients, while expanding relationships and assets under management with guidance from senior team members.

The ideal candidate has a Bachelor's degree and 2+ years of relevant experience; licensing or certifications in wealth management are a plus.

Qualifications

• University degree required with 2+ years of related professional experience.
• In lieu of a degree, a comparable combination of education, certification and experience may be considered.
• Licensing or certifications as applicable to wealth management are preferred.

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 and grows existing relationships.
• Performs research and develops tax, estate and financial analyses and plans and makes recommendations.
• Retains and grows assets under management by meeting with clients and Centers of Influence and providing advice.
• Identifies solutions and PNC services as sales opportunities to enhance client relationships.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelor's degree

Job description

PNC, based in Pittsburgh, PA, is seeking a Wealth Strategist in its Wealth Management organization. You will develop, consult on and implement tax, estate and financial planning for clients, while expanding relationships and assets under management with guidance from senior team members.

The ideal candidate has a Bachelor's degree and 2+ years of relevant experience; licensing or certifications in wealth management are a plus.