Wealth Strategist III - PNC Private Bank

Position Overview The Wealth Strategist III within PNC's Private Bank organization is based in Raleigh, NC, but may also be located in Atlanta, GA, or Birmingham, AL. The role focuses on developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of greater complexity. It also involves collaborating with other planning resources, acquiring new clients, and growing assets under management. Job Responsibilities Develop, consult on, and implement tax, estate, and financial plans for clients, including complex cases. Collaborate with other planning resources on subject matters of greater complexity and partner in acquiring new clients. Retain, expand, and deepen existing relationships. Conduct and review research, as appropriate, and develop tax, estate, and financial analyses and plans. Make generally accepted recommendations to the team and, when appropriate, to clients. Provide direction to wealth strategists and associates. Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identify solutions and PNC services as sales opportunities to enhance existing client relationships. Develop new client relationships through networking, prospecting, and referrals. Qualifications Preferred skills: Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition, Business Acumen, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling. Work experience: Typically requires a university or college degree, with 5+ years of industry-relevant experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Education: JD. Certifications: None. Licenses: None. Benefits Medical/prescription drug coverage with a Health Savings Account feature. Dental and vision options. Employee and spouse/child life insurance. Short- and long-term disability protection. 401(k) with PNC match, pension, and stock purchase plans. Dependent care reimbursement account, back-up child/elder care. Adoption, surrogacy, and doula reimbursement. Educational assistance, including select programs fully paid. Robust wellness program with financial incentives. Paid time off: maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year (unless otherwise required by law), 15 to 25 vacation days each year depending on level, and additional days for years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io, include "accommodation request" in the subject line, your name, the job ID, and your preferred method of contact. For additional assistance, call View phone number on click.appcast.io and say "Workday". All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. #J-18808-Ljbffr PNC Financial Services Group, Inc.