Wealth Strategist I - PNC Investments

$45,000 - $112,450/Yr

PNC - Philadelphia, PA

Full-time - Entry Level

Remote - Philadelphia, PA

Credit Intermediation and Related Activities

About the position

As a Wealth Strategist I at PNC Investments, you will play a crucial role in developing and implementing tax, estate, and financial planning strategies for clients. This position focuses on acquiring new clients while deepening existing relationships, conducting research, and providing tailored financial advice. You will work closely with team members and management to enhance client satisfaction and retention, ultimately contributing to the growth of assets under management.

Responsibilities

• Develop, consult on, and implement tax, estate, and financial planning for clients.
• Assist in acquiring new clients and retaining existing relationships.
• Conduct research and develop financial analyses and plans.
• Make recommendations to team and clients based on analyses.
• Identify solutions and PNC services as sales opportunities to enhance client relationships.
• Develop new client relationships through networking, prospecting, and referrals.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 2+ years of relevant professional experience in financial services or related field.

Nice-to-haves

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

Benefits

• Medical/prescription drug coverage with 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
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Paid holidays
• Occasional absence days
• Vacation days based on career level and years of service