Wealth Strategist

Are you looking for a career that combines your passion for finance and your desire to help others achieve financial success? Look no further than PNC Financial Services, where we are seeking a highly motivated and driven individual to join our team as a Wealth Strategist. As a Wealth Strategist, you will have the opportunity to work closely with clients to develop personalized strategies that align with their financial goals and aspirations. We are looking for someone who is dedicated, knowledgeable, and has a strong track record of success in the financial industry. If you are ready to take the next step in your career and make a positive impact on people's lives, we want to hear from you.

1. Develop and maintain strong relationships with clients to understand their financial goals and needs.
2. Conduct comprehensive financial analyses and assessments to identify opportunities for wealth creation and preservation.
3. Collaborate with other team members, such as financial advisors and investment managers, to develop and implement personalized financial strategies for clients.
4. Continuously monitor and review clients' portfolios to ensure they are aligned with their financial objectives and make recommendations for adjustments when necessary.
5. Stay up-to-date with industry trends, regulations, and best practices to provide clients with the most relevant and effective financial advice.
6. Educate clients on various financial products and services offered by PNC Financial Services and provide guidance on the most suitable options for their needs.
7. Act as a trusted advisor to clients, building rapport and earning their trust through strong communication, transparency, and ethical practices.
8. Participate in business development activities, such as networking and attending industry events, to expand the client base and generate new leads.
9. Track and report on key performance indicators, such as client satisfaction and revenue growth, to measure the success of financial strategies and make adjustments as needed.
10. Adhere to all company policies and procedures, as well as regulatory requirements, to ensure compliance and mitigate risks.
11. Continuously seek opportunities for professional development and growth to enhance knowledge and skills in the financial industry.
12. Serve as a positive representative of PNC Financial Services and promote the company's values and mission to clients and the community.

According to JobzMall, the average salary range for a Wealth Strategist in Pittsburgh, PA, USA is between $60,000 to $120,000 per year. This may vary depending on the company, experience, and qualifications of the individual. Some companies may offer additional bonuses or commission opportunities as well.

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.