Senior Wealth Strategist – PNC Private Bank
| Company | PNC Financial Services |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s, PhD, JD |
| Experience Level | Senior |
Requirements
- University/college degree
- Higher level education such as a Masters degree, PhD, or certifications is desirable
- Industry relevant experience typically 8+ years
- Specific certifications are often required
- JD
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
Preferred Qualifications
- 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