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Wealth Strategist Sr - PNC Private Bank

PNC Bank NAIndianapolis , IN
Full-time +1

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 o... Show more

Marketing Associate

GlobalchannelmanagementIndianapolis, Indiana, United States
Full-time
Quick Apply

Bachelor's degree in Communications, Marketing, Media, Business, or a similar.Medical device, pharma industry.Proven experience leading cross-functional teams to deliver results.Expertise across mu... Show more

Marketing Associate

KellyIndianapolis, IN, United States
$59.34 hourly
Full-time

Seeking a Marketing Associate to lead paid media strategies for consumers and healthcare professionals in a dynamic, innovation-focused environment.The ideal candidate will drive digital campaign e... Show more

Marketing Specialist

Enterprise Unified Solutions, Inc.Indianapolis, IN, United States
Full-time +1
Quick Apply

Enterprise Unified Solutions, Inc.Manage Website Designer to achieve online/offline SEO goals.Electronic and printed marketing materials.Develop and implement a comprehensive.Cross-departmental col... Show more

Business Transition Strategist

Fifth Third BancorpIndianapolis, IN, United States
$121,900.00 yearly
Full-time

Business Transition Senior Strategist.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Thi... Show more

Marketing Manager

Mussett Nicholas & AssociatesIndianapolis, IN, United States
Full-time

Mussett Nicholas Associates (MNA) is a specialized engineering and architecture firm delivering MEP design and commissioning services for pharmaceutical, biotech, industrial facilities, and more.Wi... Show more

Social Media and Content Strategist

Clinical ArchitectureIndianapolis, IN, United States
Full-time

Social Media And Content Strategist.Indianapolis, Indiana, United States.Clinical Architecture is at the forefront of healthcare IT innovation.Our team is an ambitious group of diverse leaders who ... Show more

Associate Director, Surest Benefit Strategist - Remote

UnitedHealth GroupIndianapolis, IN, United States
Full-time

Surest, A UnitedHealthcare Company.Surest, a UnitedHealthcare Company, is reinventing health benefits to make health care easier to understand and more affordable.We combine innovative technology w... Show more

Senior Wealth Strategist

Fifth Third BankIndianapolis, IN
$121,900.00 yearly
Full-time

Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Senior Wealth Strategist ... Show more

Marketing Coordinator

Kimley-HornIndianapolis, IN, United States
Full-time

Kimley-Horn is looking for a Marketing Coordinator to join our Midwest Marketing team! This office-based opportunity is located in our Indianapolis office.At Kimley-Horn, our in-house Marketing tea... Show more

Marketing Coordinator

M/I HomesIndianapolis, IN, United States
Full-time

M/I Homes has been building new homes of outstanding quality and superior design for 50 years.Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving's drive to always "treat the cu... Show more

Marketing Coordinator

NVR, Inc.Indianapolis, IN, United States
Full-time

As a Marketing Coordinator at Ryan Homes, a brand of NVR, you work directly with the Regional Marketing Team on lead generation and strategy.You will help drive sales by writing, designing, coding,... Show more

Manager - Workplace Strategist

Eli LillyIndianapolis, IN, United States
$58,500.00 yearly
Full-time

Manager - Workplace Strategist.At Lilly, the work is demanding because patients are waiting.We unite caring with discovery to help make life better for people around the world, knowing that every d... Show more

SEO Strategist (Consultant)

House Buyers of AmericaIndianapolis, IN, United States
$140,000.00 yearly
Full-time

Real Estate Acquisition Consultant.The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America.This person will follow up on leads, value houses, estimate rep... Show more

Key Private Bank Senior Portfolio Strategist

KeyCorpIndianapolis, IN, United States
$116,000.00 yearly
Full-time

Location: 10 West Market Street, Indianapolis Indiana.Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios accor... Show more

Manager, Marketing

Netrality Data CentersIndianapolis, IN, United States
Full-time

Netrality Data Centers is a growing private-equity backed owner-operator of strategic interconnection properties.With eighteen premier data centers located in six metropolitan markets, Netrality co... Show more

Director Marketing & eCommerce

Gentex CorporationIndianapolis, IN, United States
Full-time

Director Of Digital Marketing And ECommerce.At Premium Audio Company, you'll work at the intersection of iconic audio brands and cutting-edge technology, helping shape how people connect with music... Show more

Marketing Director

MilhausIndianapolis, IN, United States
Full-time

Milhaus is an award-winning, mixed-use development, construction, and property management company that specializes in Class A, urban, multifamily residential buildings.Headquartered in Indianapolis... Show more

Marketing Manager

Calumet, Inc.Indianapolis, IN, United States
Full-time

At Calumet we deliver innovative specialty products trusted by companies across the globe.We are the foundation to everyday essential products that help millions of people live and thrive.We are he... Show more

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Wealth Strategist Sr - PNC Private Bank

Wealth Strategist Sr - PNC Private Bank

PNC Bank NAIndianapolis , IN
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Description

  • 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 of greatest complexity 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 sales opportunities to enhance existing client relationships.
  • Develops new client relationships through networking, prospecting and referrals.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition

Competencies

Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling

Work Experience

Roles at this level typically require 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, job specific certification(s), and experience (including military service) may be considered.

Education

JD

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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, for any registered role, 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.

California Residents

Refer to the to gain understanding of how PNC may use or disclose your personal information in our hiring practices.