Wealth Strategist II

PNC•Erie, PA

1d•Onsite

About The Position

The Wealth Strategist II works within PNC's Private Bank organization and may be based in Pittsburgh or Erie, Pennsylvania. The role develops, consults on, and implements tax, estate, and financial plans for clients, collaborating with senior planning resources on complex matters and specialized subjects. The strategist contributes to acquiring new clients and retaining, expanding, and deepening existing client relationships. The position conducts research and prepares tax, estate, and financial analyses and plans. It provides recommendations to the team and, in some cases, to clients, and may direct associates. The strategist also grows assets under management by advising clients and prospective clients, working with Centers of Influence, and supporting implementation. The role identifies PNC services as sales opportunities and develops new relationships through networking, prospecting, and referrals. PNC describes this as an in-office position 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 requires a university or college degree and 3 or more years of relevant or direct industry experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate appropriate knowledge, skills, and abilities for the role.
PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

JD education is listed.
Certifications are often desired.
Preferred skills: Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, and Revenue Recognition.
Competencies: Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, and Value Selling.

Responsibilities

Develop, consult on, and implement tax, estate, and financial plans for clients.
Collaborate with senior planning resources on complex matters and specific subject areas.
Partner in the acquisition of new clients and retain, expand, and deepen existing relationships.
Conduct and review research and develop tax, estate, and financial analyses and plans.
Make generally accepted recommendations to the team and, as appropriate, to clients.
May provide direction to associates.
Retain and grow assets under management by advising clients and prospective clients, working with Centers of Influence, and providing implementation support.
Identify solutions and PNC 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 creating customized customer solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

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