PNC · 3 months ago
Wealth Strategist III
OH - Columbus
Full-time
Onsite
Mid, Senior Level
$65K/yr - $138K/yr
5+ years expPNC Bank is a leading financial services company dedicated to delivering exceptional customer experiences. As a Wealth Strategist III, you will develop and implement complex tax, estate, and financial plans for clients while collaborating with other resources to deepen existing relationships and acquire new clients.
BankingFinanceFinancial Services
No H1B
Responsibilities
Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates with other planning resources on specific subject matters of greater 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
Required
Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity
Collaborates with other planning resources on specific subject matters of greater 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
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience
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
JD
Preferred
Capital Management
Client Prospecting
Client Relationship Building
Competitive Advantages
Decision Making
Financial Operations
Investment Banking
Revenue Recognition
Business Acumen
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investments
Networking
Problem Solving
Products and Services
Value Selling
Benefits
Medical/prescription drug coverage (with a 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, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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