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Senior Wealth Strategist - PNC Private Bank Location - Raleigh

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PNC

11d ago

  • Job
    Full-time
    Senior & Expert Level
  • Banking & Finance
  • Raleigh

AI generated summary

  • You must have a JD degree, 8+ years of industry experience, and demonstrate competencies in business acumen, client relationship management, and effective communication to be successful in this Senior Wealth Strategist role.
  • You will develop, consult on and implement tax, estate, and financial plans for clients, advising on complex issues. Retain and grow client relationships, identify sales opportunities, and network to acquire new clients. Conduct research and provide recommendations to team and clients.

Requirements

  • Qualifications
  • 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.
  • Competencies
  • Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling
  • Work Experience
  • Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Education
  • JD
  • Certifications
  • No Required Certification(s)
  • Licenses
  • No Required License(s)

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.
  • 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.

FAQs

What are the main responsibilities of a Senior Wealth Strategist at PNC Private Bank?

A Senior Wealth Strategist at PNC Private Bank is responsible for developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of the greatest complexity. They also collaborate with other planning resources, retain and grow assets under management, and identify sales opportunities to enhance existing client relationships.

What qualifications are required for the Senior Wealth Strategist role at PNC Private Bank?

Successful candidates for the Senior Wealth Strategist role at PNC Private Bank must demonstrate appropriate knowledge, skills, and abilities. They must have a JD degree, preferably with 8+ years of industry relevant experience. Additionally, competencies in areas such as business acumen, client relationship management, and effective communication are essential.

What benefits are offered to employees at PNC Private Bank?

PNC offers a comprehensive range of benefits to full-time employees, including medical/prescription drug coverage, dental and vision options, life insurance, 401(k) with PNC match, pension and stock purchase plans, educational assistance, wellness programs, maternity and/or parental leave, and paid time off for holidays, vacation, and occasional absences.

How can applicants request disability accommodations during the application process for the Senior Wealth Strategist role at PNC Private Bank?

Applicants can request disability accommodations by emailing AccommodationRequest@pnc.com with "accommodation request" in the subject line and including their name, job ID, and preferred method of contact. They can also call 877-968-7762 for accommodation assistance. All information provided will be kept confidential and used only for necessary accommodations.

Finance
Industry
10,001+
Employees

Mission & Purpose

For more than 160 years, we’ve been committed to making a difference for our customers, communities and employees. Our Main Street banking model means we are uniquely rooted in the places where we operate, living in and supporting the communities in which we do business – understanding our customers are our neighbors. Through our growth into one of the nation’s leading banks, we are helping customers from coast-to-coast protect and grow their wealth. By combining what customers love about community banks with the security, technology, and capabilities of a top bank, we are helping everyone move forward financially. See how we can make a difference for you.