Closely Held Bus Advisor I

Welcome to PNC Financial Services! We are seeking a highly motivated and experienced Closely Held Business Advisor to join our team. As a Closely Held Business Advisor, you will have the opportunity to work closely with our clients to provide comprehensive financial advice and guidance tailored to their specific needs. In this role, you will have the chance to make a significant impact on the success and growth of our clients' businesses. We are looking for individuals with a strong background in financial planning, tax strategies, and business consulting. If you are a driven and detail-oriented professional with a passion for helping small businesses thrive, we invite you to apply for this exciting opportunity.

1. Provide comprehensive financial advice and guidance to clients, specifically those with closely held businesses.
2. Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
3. Utilize strong knowledge of financial planning, tax strategies, and business consulting to help clients achieve their goals.
4. Act as a trusted advisor to clients, offering expert recommendations and insights to help them improve their financial situation.
5. Conduct thorough analysis of clients' financial information and develop customized plans to address their unique needs.
6. Stay updated on industry trends and changes in tax laws to ensure the most effective and efficient strategies are being implemented for clients.
7. Collaborate with internal teams to provide a seamless and comprehensive experience for clients.
8. Maintain accurate and detailed records of client interactions and recommendations.
9. Act as a representative of PNC Financial Services, upholding the company's values and delivering exceptional customer service.
10. Continuously develop and enhance knowledge and skills through ongoing training and education opportunities.
11. Contribute to the growth and success of the business by identifying and pursuing new opportunities for clients and the company.
12. Adhere to all regulatory and compliance requirements, ensuring the highest level of ethical standards in all interactions with clients.

According to JobzMall, the average salary range for a Closely Held Bus Advisor I is $50,000-$80,000 per year. However, this can vary depending on location, experience, and specific job responsibilities.

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.