Wealth Strategist I - PNC Wealth Management
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As a Wealth Strategist within PNC Wealth Management, you will be based in Pittsburgh, PA.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- 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.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
• Customer Focused
- 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.
•
Managing Risk
- 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.
Qualifications
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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