Wealth Strategist

 

Description:

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 III within the PNC Private Bank organization, you will be based in Philadelphia, PA.
Job Description
Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates with other planning resources on specific subject matters of greater 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.
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.
Competencies
Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Investments – Knowledge of the investments business and ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.
Networking – Generates productive relationships with internal and external partners that improve access to resources and expertise.
Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Value Selling – Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.
 

Organization PNC Financial Services Group
Industry Accounting / Finance / Audit Jobs
Occupational Category Wealth Strategist
Job Location Philadelphia,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Salary 891 - 113 | £  / Monthly
Experience 5 Years
Posted at 2022-09-22 6:52 am
Expires on 2022-11-06