PNC · 6 hours ago

Wealth Strategist I - PNC Investments

PA - Pittsburgh (15222)

Full-time

Remote

Entry Level

$45K/yr - $112K/yr

2+ years exp

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Responsibilities

Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships.

Conducts research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients.

Retains and grows assets under management by working directly and meeting with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members.

Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.

Develops new client relationships through networking, prospecting and referrals.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Capital ManagementClient ProspectingClient Relationship BuildingFinancial OperationsInvestment BankingRevenue RecognitionClient Relationship ManagementInvestmentsManaging Multiple PrioritiesValue SellingEffective Communications

Required

University / college degree

2+ years of relevant professional experience

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered