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PNC · 4 months ago

Wealth Strategist Senior - PNC Private Bank

DE - Wilmington (19801)

Full-time

Onsite

Senior Level, Lead/Staff

$80K/yr - $240K/yr

8+ years exp

PNC Bank is dedicated to delivering the best experience for their customers through an inclusive workplace culture. The Wealth Strategist Senior role involves developing and implementing complex tax, estate, and financial plans for clients while building and maintaining strong client 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 ProspectingClient Relationship BuildingFinancial OperationsInvestment BankingBusiness AcumenNetworkingValue SellingEffective CommunicationsProblem Solving

Required

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

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions

Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role

Roles at this level typically require a university / college degree

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

Industry relevant experience is 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