Senior Wealth Strategist - PNC Private Bank

PNC•Boston, MA

1d•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in Boston, MA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. The role involves developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of the greatest complexity. It requires collaboration with other planning resources, partnering in new client acquisition, and retaining, expanding, and deepening existing relationships. The Senior Wealth Strategist conducts and reviews research, develops financial analyses and plans, and makes recommendations to the team and clients. They may also provide direction to other wealth strategists and associates, grow assets under management, identify sales opportunities, and develop new client relationships through networking, prospecting, and referrals.

Requirements

University / college degree (or a comparable combination of education, job specific certification(s), and experience including military service).
Industry relevant experience is typically 8+ years.
Specific certifications are often required.
JD (Juris Doctor) degree.
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.
Competencies: Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling.

Nice To Haves

Higher level education such as a Masters degree, PhD, or certifications is desirable.
Preferred Skills: Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition.

Responsibilities

Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.
Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients.
Retains, expands and deepens existing relationships.
Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans.
Makes generally accepted recommendations to team and may make recommendations to clients.
May provide direction to wealth strategists and associates.
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
Develops new client relationships through networking, prospecting and referrals.

Benefits

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level; and years of service.