Wealth Strategist III

PNC•Pittsburgh, PA

13d•Onsite

About The Position

The Wealth Strategist III works within PNC's Private Bank organization and is based in Pittsburgh, Pennsylvania. The role develops, consults on, and implements tax, estate, and financial plans for clients, including clients with more complex needs. The strategist collaborates with other planning resources on complex subject matters, supports the acquisition of new clients, and retains, expands, and deepens existing relationships. The position is in-office; PNC encourages candidates to confirm workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires a university or college degree and 5 or more years of industry-relevant experience.
A JD is listed under Education.
Specific certifications are often required for roles at this level, though no certifications are required for this position.
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.
Preferred skills include capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition.
Competencies include business acumen, client relationship management, decision making and critical thinking, effective communications, investments, networking, problem solving, products and services, and value selling.

Nice To Haves

Capital management
Client prospecting
Client relationship building
Competitive advantages
Decision making
Financial operations
Investment banking
Revenue recognition

Responsibilities

Develop, consult on, and implement tax, estate, and financial plans for clients, including those with greater complexity.
Collaborate with other planning resources on complex subject matters and partner in acquiring new clients.
Conduct and review research, as appropriate, and develop tax, estate, and financial analyses and plans.
Make generally accepted recommendations to the team and, when appropriate, to clients.
May provide direction to wealth strategists and associates.
Retain and grow assets under management by advising and supporting clients, prospective clients, and Centers of Influence, including implementation.
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 customer solutions.
Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

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
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