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Lead Wealth Management Advisor

2 months ago

Indianapolis, Indiana, United States PNC Full time
Job Title: Senior Wealth Strategist
Company: PNC

Overview:
As a Senior Wealth Strategist, you will play a pivotal role in crafting and implementing intricate tax, estate, and financial strategies tailored to meet the unique needs of our clients. Your expertise will be essential in fostering relationships and driving business growth.

Key Responsibilities:
  • Strategic Planning: Develop and execute comprehensive financial plans that align with client objectives.
  • Collaboration: Work closely with specialists in various planning areas to enhance service offerings.
  • Client Development: Identify and pursue opportunities to attract new clients while nurturing existing relationships.
  • Sales Initiatives: Recognize and promote PNC's services to meet client needs effectively.
  • Networking: Establish connections with potential clients through diverse channels.

Core Competencies:

  • Business Insight
  • Client Relationship Management
  • Analytical Thinking
  • Effective Communication Skills
  • Investment Knowledge
  • Networking Proficiency
  • Problem-Solving Abilities
  • Product Knowledge
  • Value Proposition Selling
Qualifications:
  • A university degree is essential; advanced degrees or relevant certifications are advantageous.
  • A minimum of 8 years of experience in the financial services industry is typically required.
  • Specific certifications may be necessary based on the role.
  • A combination of relevant education and experience will be taken into account.
Diversity Commitment:
PNC is committed to fostering a diverse workforce and provides equal opportunities to all individuals, irrespective of race, color, religion, gender, age, or other legally-protected characteristics.