Wealth Strategist

• Develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from team members or management
• Assist in acquiring new clients
• Retain, expand, and deepen existing client relationships
• Conduct research and develop tax, estate, and financial analyses and plans
• Make generally accepted recommendations to the team and may make recommendations to clients
• Retain and grow assets under management by meeting directly with clients and Centers of Influence
• Provide advice and implementation under the guidance of senior team members
• Identify PNC solutions and services as sales opportunities to enhance existing client relationships
• Develop new client relationships through networking, prospecting, and referrals
• Manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework
• Deliver customer-focused solutions aligned with customer needs and satisfaction

• University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Knowledge of capital management, client prospecting, client relationship building, financial operations, investment banking, and revenue recognition
• Client relationship management, investments, networking, value selling, and financial products and services knowledge
• Accuracy and attention to detail
• Decision making and critical thinking
• Effective communications
• Managing multiple priorities
• Problem solving
• No required certifications
• No required licenses
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Demonstrates expertise in client relationship management, financial planning, and capital management while effectively delivering customer-focused solutions. Proficient in networking, prospecting, and providing financial advice to enhance client satisfaction and retention.

• Client Relationship Management
• Financial Planning
• Capital Management
• Networking
• Decision Making

• Financial Operations
• Investment Banking
• Revenue Recognition
• Tax Planning
• Estate Planning

• Effective Communication
• Attention to Detail
• Problem Solving
• Managing Multiple Priorities
• Critical Thinking

• Client Prospecting
• Value Selling
• Customer Satisfaction
• Enterprise Risk Management
• Financial Products and Services