Wealth Strategist III

PNC Bank•Pittsburgh, PA

11d•Onsite

About The Position

As a Wealth Strategist III in PNC's Private Bank organization, based in Pittsburgh, Pennsylvania, you develop, consult on, and implement tax, estate, and financial plans for clients, including clients with more complex needs. You collaborate with planning specialists on complex subject matter and partner in acquiring new clients. The role focuses on retaining, expanding, and deepening client relationships and growing assets under management through advice and implementation. You may provide direction to wealth strategists and associates. PNC describes this as an in-office position and states that it does not provide employment visa sponsorship or participate in STEM OPT for this role. The position requires customer focus and effective management of risks in accordance with PNC's Enterprise Risk Management Framework.

Requirements

University or college degree, typically, with 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
Demonstrate the knowledge, skills, and abilities appropriate to the role.
Specific certifications are often required for roles at this level, although none are required for this position.
No required licenses.
No required or preferred language assessments.

Nice To Haves

Capital management skills.
Client prospecting skills.
Client relationship-building skills.
Knowledge of competitive advantages.
Decision-making skills.
Knowledge of financial operations.
Investment banking knowledge.
Revenue recognition knowledge.
Business acumen.
Client relationship management.
Critical thinking and decision-making.
Effective communication.
Investment knowledge.
Networking skills.
Problem-solving skills.
Knowledge of products and services.
Value-selling skills.

Responsibilities

Develop, consult on, and implement tax, estate, and financial plans for clients, including complex client situations.
Collaborate with other planning resources on complex subject matter and partner in acquiring new clients.
Retain, expand, and deepen existing client relationships.
Conduct and review research as appropriate, and develop tax, estate, and financial analyses and plans.
Make generally accepted recommendations to the team and, potentially, recommendations to clients.
Provide direction to wealth strategists and associates, as needed.
Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence, providing advice and implementation.
Identify solutions and PNC services as sales opportunities to enhance existing client relationships.
Develop new client relationships through networking, prospecting, and referrals.
Prioritize customer needs and satisfaction in business decisions and create 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, 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.
Nine 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.