Senior Wealth Strategist

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.

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

Requirements

University/college degree; JD; Industry relevant experience typically 8+ years; Customer Focused; Managing Risk; Business Acumen; Client Relationship Management; Decision Making and Critical Thinking; Effective Communications; Investments; Networking; Problem Solving; Products and Services; Value Selling

Nice to have

Capital Management; Client Prospecting; Client Relationship Building; Competitive Advantages; Decision Making; Financial Operations; Investment Banking; Revenue Recognition; Higher level education such as Masters degree, PhD, or certifications

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; wellness program with financial incentives; maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; between 15 to 25 vacation days each year