Wealth Strategist I - PNC Investments

About the position

As a Wealth Strategist I at PNC Investments, you will be responsible for developing, consulting on, and implementing tax, estate, and financial planning strategies for clients. This role involves acquiring new clients, retaining and expanding existing relationships, and conducting financial analyses. You will work closely with clients and team members to provide tailored financial advice and identify solutions that enhance client relationships.

Responsibilities

• Develop, consult on, and implement tax, estate, and financial planning for clients.
• Assist in the acquisition of new clients and retain existing relationships.
• Conduct research and develop financial analyses and plans.
• Make recommendations to team and clients based on analyses.
• Retain and grow assets under management by meeting with clients and Centers of Influence.
• 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
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• 15 to 25 vacation days each year depending on career level and years of service