Wealth Strategist - Financial Planner - PNC Wealth Management

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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

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 Financial Planner within PNC's Wealth Management's organization, you can be based in PA or one of the locations listed.

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.

This is a financial planning role within PNC Wealth Management. As a Wealth Strategist - a role similar to an investment strategist, paraplanner, or financial planning consultant - you will partner with PNC Wealth Management Financial Advisors to build, analyze and deliver comprehensive financial plans. You will also have the opportunity to join advisors in client meetings and present the plan and recommendations directly to clients.

We are seeking candidates with prior experience as a financial planner, paraplanner, financial advisor, associate advisor, or supporting an advisor with financial planning. CFP® certification (or progress toward it) and experience with financial planning software such as eMoney or Money Guide Pro  are strongly preferred. This is an in-office position, based in a PNC office in one of the locations listed.

• 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.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

• Capital Management
• Client Prospecting
• Client Relationship Building
• Competitive Advantages
• Decision Making
• Financial Operations
• Investment Banking
• Revenue Recognition

• Accuracy and Attention to Detail
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investments
• Managing Multiple Priorities
• Networking
• Problem Solving
• Products and Services
• Value Selling

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including…