Wealth Strategist Sr. - PNC Private Bank
About The Position
Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.
Requirements
- Heightened expertise in issues for business owners.
- Use of E-money, Edge/Salesforce
- Banking experience
- Must have strong Estate Planning, Financial Planning, cash flow modeling, and risk management (Insurance planning)
- Experience in Corporate Transactional work (reading company documents) preferred
- CFP is preferred.
- University / college degree.
- Industry relevant experience is typically 8+ years.
- Specific certifications are often required.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Nice To Haves
- Experience in Corporate Transactional work (reading company documents)
- CFP is preferred.
Responsibilities
- Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.
- Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients.
- Retains, expands and deepens existing relationships.
- Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans.
- Makes generally accepted recommendations to team and may make recommendations to clients.
- May provide direction to wealth strategists and associates.
- Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
- Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
- Develops new client relationships through networking, prospecting and referrals.
Benefits
- medical/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/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust 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 to 25 vacation days each year, depending on career level; and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
