Wealth Strategy Consultant I

PNC; Boulder (CO); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Pension plan

Stock purchase plan

Paid time off

Job summary

PNC Wealth Management in Boulder, CO is seeking a Wealth Strategist to deliver tailored tax, estate and financial planning for clients, while expanding relationships and assets under management under senior guidance. The role emphasizes collaboration with the wealth team and a client-centric approach.

Requirements include a Bachelor's degree and 2+ years of relevant experience; no specific certifications required.

Qualifications

• Bachelor's degree required or equivalent experience.
• 2+ years of relevant professional experience.

Responsibilities

• Develops, consults on and implements tax, estate and financial planning for clients with guidance.
• Conducts research and develops tax, estate and financial analyses and plans.
• Retains and grows assets under management by meeting clients and providing advice under senior guidance.
• 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

Bachelor's degree

Job description

PNC Wealth Management in Boulder, CO is seeking a Wealth Strategist to deliver tailored tax, estate and financial planning for clients, while expanding relationships and assets under management under senior guidance. The role emphasizes collaboration with the wealth team and a client-centric approach.

Requirements include a Bachelor's degree and 2+ years of relevant experience; no specific certifications required.