Wealth Strategist Sr

PNC•Quinte West, ON

4d•$80,000 - $240,350•Onsite

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

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Industry relevant experience is typically 8+ years.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
JD
No Required Certification(s)
No Required License(s)
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Nice To Haves

Higher level education such as a Masters degree, PhD, or certifications is desirable.

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