Wealth Strategist I - PNC Wealth Management

PNC Bank•Pittsburgh, PA

1d•Onsite

About The Position

The Wealth Strategist I is a financial planning role within PNC Wealth Management, based in Pittsburgh, PA, or another acceptable location. The role partners with PNC Wealth Management Financial Advisors to build, analyze, and deliver comprehensive financial plans. Wealth Strategists may join advisors in client meetings and present plans and recommendations directly to clients. The position develops, consults on, and implements tax, estate, and financial planning matters with guidance from team members or management, and contributes to client acquisition, retention, and relationship growth. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

A bachelor's degree, or a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Typically, 2 or more years of relevant professional experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Customer-focused: understand values and practices that prioritize customer needs and satisfaction, and use that understanding to create customized customer solutions.
Assess and effectively manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.

Nice To Haves

Prior experience as a financial planner, paraplanner, financial advisor, associate advisor, or in supporting an advisor with financial planning.
CFP® certification or progress toward certification.
Experience with financial planning software such as eMoney or MoneyGuidePro.
Skills in capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition.
Competencies in 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.

Responsibilities

Develop, consult on, and implement tax, estate, and financial planning matters for clients, with guidance from team members or management.
Build, analyze, and deliver comprehensive financial plans in partnership with PNC Wealth Management Financial Advisors.
Join advisors in client meetings and present financial plans and recommendations directly to clients.
Assist in acquiring new clients.
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, as appropriate, to clients.
Retain and grow assets under management by working with and meeting clients and Centers of Influence, and by providing advice and implementation under the guidance of senior team members.
Identify PNC solutions and services as sales opportunities to enhance existing client relationships.
Develop new client relationships through networking, prospecting, and referrals.

Benefits

Medical and 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 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, depending on eligibility.
Up to 11 paid holidays each year.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and years of service.