Wealth Strategist Sr

PNC Bank•Phoenix, AZ

1d•Onsite

About The Position

At PNC, the Wealth Strategist Sr within the Private Bank organization is a key role focused on developing, consulting on, and implementing complex tax, estate, and financial plans for clients. This position involves collaboration with other planning resources on intricate subject matters and actively participating in the acquisition of new clients. The role is crucial for retaining, expanding, and deepening existing client relationships. The Wealth Strategist Sr conducts and reviews research, develops comprehensive financial analyses and plans, and makes recommendations to both the team and clients. They are also expected to provide direction to other wealth strategists and associates. A core part of the role is to retain and grow assets under management by working with clients, prospective clients, and Centers of Influence, providing expert advice and implementation. The individual will identify solutions and PNC services as sales opportunities to enhance existing client relationships and develop new client relationships through networking, prospecting, and referrals. PNC emphasizes a customer-focused approach, risk management, and fostering an inclusive workplace culture.

Requirements

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions (Customer Focused).
Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework (Managing Risk).
Demonstrate appropriate knowledge, skills, and abilities for a role.
Roles at this level typically require a 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.
Education: JD

Nice To Haves

Capital Management
Client Prospecting
Client Relationship Building
Competitive Advantages
Decision Making
Financial Operations
Investment Banking
Revenue Recognition

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
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