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Principal Wealth Planning Strategist

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, advising on, and implementing intricate tax, estate, and financial strategies tailored for our esteemed clientele. Your expertise will not only enhance existing client relationships but also aid in the acquisition of new clients through collaboration with specialized planning teams.

Key Responsibilities:
  • Client Engagement: Focus on understanding client needs and delivering customized solutions that enhance satisfaction.
  • Risk Assessment: Proactively manage and mitigate business risks in accordance with established company protocols.
Core Competencies:
  • Strategic Business Insight
  • Client Relationship Development
  • Analytical Decision Making
  • Clear and Effective Communication
  • Investment Knowledge
  • Professional Networking
  • Innovative Problem Solving
  • Product and Service Expertise
  • Value-Driven Sales Techniques
Qualifications:
  • A university degree is essential; advanced education or relevant certifications are highly regarded.
  • A minimum of 8 years of relevant industry experience is typically required.
  • Specific professional certifications may be necessary.
  • A combination of relevant education and experience will be taken into account.
Diversity and Inclusion:
PNC is committed to fostering a diverse workforce and provides equal opportunities for all individuals, irrespective of race, color, religion, gender, age, or any other legally-protected characteristic.