Wealth Strategist I - PNC Wealth Management

PNC•Pittsburgh, PA

3d•Onsite

About The Position

The Wealth Strategist I is a financial planning role within PNC Wealth Management, based in Pittsburgh, Pennsylvania, or another acceptable location. The strategist partners with PNC Wealth Management Financial Advisors to build, analyze, and deliver comprehensive financial plans, and may join advisors in client meetings to present plans and recommendations. The position develops, consults on, and implements tax, estate, and financial planning matters for clients with guidance from team members or management. It also supports client acquisition, retention, and relationship growth. This is an in-office position. PNC describes its workplace as supportive and inclusive and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not sponsor employment visas or participate in STEM OPT for this position.

Requirements

Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role, including customer focus and the ability to assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework.
Work in-office.
No required certifications or licenses.
No required or preferred language assessments.

Nice To Haves

Prior experience as a financial planner, paraplanner, financial advisor, associate advisor, or in a role supporting an advisor with financial planning.
CFP® certification or progress toward certification.
Experience with financial planning software such as eMoney or MoneyGuidePro; strongly preferred.
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.

Responsibilities

Develop, consult on, and implement tax, estate, and financial planning matters for clients with guidance from team members or management.
Assist in acquiring new clients and retain, expand, and deepen existing client relationships.
Research and develop tax, estate, and financial analyses and plans; make generally accepted recommendations to the team and, where appropriate, clients.
Retain and grow assets under management by working directly with and meeting clients and Centers of Influence, and 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.
Partner with Financial Advisors to build, analyze, and deliver comprehensive financial plans and, when appropriate, present plans and recommendations to clients.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
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, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year, depending on career level and eligibility.