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Years of Experience
Date Last Verified
ProfileSenior Wealth Strategist Duties: Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as cross-selling opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.
Qualification and Experience
Qualifications: JD Degree , CFP or CPA preferred. A university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.