PNC Financial Services·11 days ago
11 days ago
Wealth Strategist I- PNC Wealth Management
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What you'll do
- Develop and implement tax, estate, and financial planning solutions for clients
- Engage in client acquisition, relationship management, and risk assessment
What they're looking for
- University degree
- Relevant professional experience in wealth management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Wealth Strategist I within PNC Wealth Management, where you will develop and implement tax, estate, and financial planning solutions for clients. Engage in client acquisition, relationship management, and risk assessment. Ideal for candidates with a university degree and relevant professional experience in wealth management.
Skills
- financial planning
- tax advisory
- estate planning
- capital management
- client relationship management
- investment banking
- revenue recognition
- risk management
- client prospecting
- value selling
- networking
- financial operations
- decision making
- problem solving
- managing multiple priorities
Company
PNC Financial Services
Pittsburgh, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.