Wealth Strategist Sr.

About This Role

This role involves developing, consulting on, and implementing complex tax, estate, and financial plans for high-net-worth clients within PNC's Private Bank. The Senior Wealth Strategist will also be responsible for expanding existing relationships and acquiring new clients.

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.
• Partners in the acquisition of new clients.
• Retains, expands and deepens existing client relationships.
• Conducts and reviews research, 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

• 8+ years of industry relevant experience
• JD degree

Qualifications

• JD
• Typically 8+ years of industry relevant experience. Higher level education such as a Masters degree, PhD, or certifications is desirable.

Nice to Have

• 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