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Wealth Strategist II
The candidate will develop, consult on and implement tax, estate and financial plans for clients. Collaborate with other more-senior planning resources on matters of greater complexity and specific subject matters. Partner in the acquisition of new clients. Retain, expand and deepen existing relationships. Conduct and review research, as appropriate, and develops tax, estate and financial analyses and plans. Make generally accepted recommendations to t...
Duties: Will be an integral part of a 6-attorney team that provides support to the investment activities of Asset Management Group (AMG). Will primarily support PNC Capital Advisors (an SEC-registered investment adviser) and the Funds (a family of mutual funds), and will be responsible for delivering legal support to senior management, business development officers, and operations personnel with respect to federal laws and SEC rules and regulations governing...