Wealth Strategist I - PNC Investments

$45,000 - $112,450/Yr

PNC - Cleveland, OH

Full-time - Entry Level

Remote - Cleveland, OH

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 relationships and identify sales opportunities within PNC's services.

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 members and clients regarding financial strategies.
• 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 in a relevant field.
• 2+ years of relevant professional experience, or a comparable combination of education and experience.
• Knowledge of capital management, client prospecting, and relationship building.

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
• Paid 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.