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PNC · 2 months ago

Wealth Strategist Sr - PNC Private Bank

IN - Indianapolis (46255)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services company, and they are seeking a Senior Wealth Strategist within the PNC Private Bank organization. This role involves developing and implementing complex tax, estate, and financial plans for clients while also expanding and deepening existing relationships.

BankingFinanceFinancial Services

No H1B

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

Qualification

Capital ManagementClient Relationship BuildingFinancial OperationsInvestment BankingClient ProspectingBusiness AcumenNetworkingValue SellingEffective CommunicationsProblem Solving

Required

University / college degree

Higher level education such as a Masters degree, PhD, or certifications is desirable

Industry relevant experience 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