Principal Wealth Planning Specialist

2 weeks ago

Tampa, Florida, United States PNC Financial Services Group Full time
Position Overview

At PNC Financial Services Group, we recognize that our employees are our most valuable asset and a key factor in our success. We are committed to creating an inclusive workplace culture where every team member feels appreciated, respected, and empowered to contribute to our collective achievements. As a Senior Wealth Management Consultant, you will play a pivotal role in our Private Banking division.

This position primarily operates from a designated PNC office. Regular in-office or field presence is required, with some tasks potentially performed remotely at the discretion of management.

Job Responsibilities
  • Designs, advises on, and executes intricate tax, estate, and financial strategies for clients, including those with complex needs. Collaborates with specialized planning resources and engages in client acquisition efforts. Enhances and deepens existing client relationships.
  • Conducts thorough research and develops comprehensive tax, estate, and financial evaluations and strategies. Provides well-founded recommendations to the team and may advise clients directly. May oversee the work of wealth strategists and associates.
  • Increases assets under management by engaging with clients and potential clients, offering expert advice and implementation support.
  • Identifies and presents PNC services as opportunities to strengthen current client relationships.
  • Establishes new client connections through networking, prospecting, and referrals.
At PNC, we pride ourselves on our reputation and expect our employees to embody the following qualities:
  • Customer-Centric Approach - Understands and prioritizes customer needs and satisfaction in all business decisions, leveraging this insight to create tailored solutions.
  • Risk Management - Effectively assesses and manages risks associated with business objectives to align with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates will exhibit the necessary knowledge, skills, and abilities for this role. Below are the essential skills, competencies, work experience, education, and certifications required for success in this position.

Preferred Skills
Asset Management, Client Acquisition, Relationship Management, Competitive Analysis, Strategic Decision Making, Financial Operations, Investment Strategies, Revenue Management

Competencies
Business Insight, Client Relationship Development, Critical Thinking, Effective Communication, Investment Knowledge, Networking Skills, Problem-Solving, Product Knowledge, Value Proposition Selling

Work Experience
Typically requires a university or college degree. Advanced education such as a Master's degree, PhD, or relevant certifications is preferred. Generally, a minimum of 8 years of industry-related experience is expected. In lieu of a degree, a combination of education, job-specific certifications, and relevant experience may be considered.

Education
Juris Doctor (JD)

Certifications
No specific certifications required

Licenses
No specific licenses required

Benefits

PNC offers a comprehensive benefits package to support your needs both now and in the future. Eligible full-time employees may access options including medical and prescription drug coverage (with a Health Savings Account feature), dental and vision plans; life insurance for employees and dependents; short and long-term disability coverage; a 401(k) plan with PNC match, pension options, and stock purchase plans; reimbursement accounts for dependent care; and various wellness programs with financial incentives.

Additionally, PNC provides paid time off, which may include maternity and parental leave, up to 11 paid holidays annually, occasional absence days, and vacation days that vary based on career level and tenure.

For more information about our benefits, please refer to our resources.

Disability Accommodations Statement

If you require accommodations to participate in the application process, please reach out to us. All information provided will be kept confidential and used solely for the purpose of providing necessary accommodations.

Equal Employment Opportunity (EEO)

PNC is an equal opportunity employer, welcoming qualified candidates regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected categories.

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