Wealth Strategist I
About The Position
The Wealth Strategist I works within PNC’s Private Bank organization and may be based in Cleveland or Cincinnati, Ohio. The role develops, consults on, and implements tax, estate, and financial planning for clients, with guidance from team members or management. It supports the acquisition of new clients and the retention, expansion, and deepening of existing client relationships. The position conducts research and prepares tax, estate, and financial analyses and plans. It makes recommendations to the team and, when appropriate, to clients. Working under the guidance of senior team members, the Wealth Strategist I meets with clients and Centers of Influence, provides advice and implementation, and helps retain and grow assets under management. The role also identifies opportunities to offer PNC services and develops new relationships through networking, prospecting, and referrals. PNC describes this as an in-office position. The role is incentive eligible, with incentive payments based on company, business, and/or individual performance. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.
Requirements
- A university or college degree and typically 2 or more years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
- Demonstrate appropriate knowledge, skills, and abilities for the role.
- Preferred skills include capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition.
- Competencies include accuracy and attention to detail, client relationship management, decision making and critical thinking, effective communications, investments, managing multiple priorities, networking, problem solving, products and services, and value selling.
Nice To Haves
- Preferred skills: capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition.
Responsibilities
- Develop, consult on, and implement tax, estate, and financial plans for clients, with guidance from team members or management.
- Assist in acquiring new clients and retain, expand, and deepen existing client relationships.
- Conduct research and develop tax, estate, and financial analyses and plans.
- Make generally accepted recommendations to the team and may make recommendations to clients.
- Work directly with clients and Centers of Influence, provide advice and implementation under the guidance of senior team members, and retain and grow assets under management.
- Identify PNC solutions and services as sales opportunities to enhance existing client relationships.
- Develop new client relationships through networking, prospecting, and referrals.
- Focus on customer needs and satisfaction when making business decisions and creating customized solutions.
- Assess and effectively manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.
Benefits
- Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
- 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 and elder care.
- Adoption, surrogacy, and doula reimbursement.
- Educational assistance, including select fully paid programs.
- Wellness program with financial incentives.
- Maternity and/or parental leave, subject to eligibility.
- Up to 11 paid holidays each year, subject to eligibility.
- 9 occasional absence days each year, unless otherwise required by law, subject to eligibility.
- 15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.
- Incentive compensation based on company, business, and/or individual performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
