Wealth Strategy Planner

Fairygodboss; Pittsburgh (Allegheny County); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Strategist to partner with Financial Advisors in building comprehensive financial plans for clients. This in-office role supports advisory teams and may involve client meetings to present plans and recommendations.

The incumbent will leverage CFP progress, experience with planning software, and strong analytical skills to deliver tailored strategies in tax, estate, and investment planning.

Qualifications

• CFP certification (or progress toward it) and experience with financial planning software such as eMoney or MoneyGuidePro are strongly preferred.
• Experience in tax, estate and financial analyses and planning.
• 2+ years of relevant financial planning experience or supporting an advisor in financial planning.

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, as appropriate, and develops tax, estate and financial analyses and plans.
• Retains and grows assets under management by working directly with clients and Centers of Influence.
• Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Strategist to partner with Financial Advisors in building comprehensive financial plans for clients. This in-office role supports advisory teams and may involve client meetings to present plans and recommendations.

The incumbent will leverage CFP progress, experience with planning software, and strong analytical skills to deliver tailored strategies in tax, estate, and investment planning.