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Senior Wealth Planner II
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As a Wealth Planner at PNC and a member of PNC's Wealth Management Group, you will be joining one of the largest trust and investment managers in the United States and have access to state-of-the-art software and planning tools, and extensive research capabilities.
You will serve in a specialized role as one of our in-house technical experts with regard to administering trusts in Delaware's unique fiduciary jurisdiction. This is a multi-faceted role that includes:
• helping train and supporting our client-facing teams,
• educating practicing attorneys on the advantages of the Delaware jurisdiction,
• interactions with clients to explain the advantages of the Delaware jurisdiction, and
• working with attorneys to help them craft documents for their clients that are acceptable to PNC.
You will work closely with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors, and market management. Your goals are to assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent in yourself and other service partners. Outstanding communication skills are a must, as this position involves meeting or speaking with clients and prospects on an almost daily basis. You will also be expected to use your networking skills to identify and attract high net worth clients, and develop focused strategies to create and expand relationships with centers of influence. As an adjunct of one of the largest and most respected planning groups in the wealth management industry, you will work with an exceptionally bright and credentialed group of planners and with other advisors in a team-oriented environment. You will be expected to stay current in planning developments, publish in professional journals, and maintain all continuing education for licenses and certifications relevant to the position
The successful candidate will have the following qualifications:
• Bachelor's degree.
• JD degree
• Seven+ years in estate or financial planning.
• Exceptional written and verbal communication skills
EEO Statement
PNC is an Equal Employment Opportunity/Affirmative Action Employer - M/F/D/V/SO
Shift
Daylight
Total Hours Per Week
40
Scheduled Days/Hours
M-F 8:00-5:00
Travel
20% - 40%
HR Job Code
C08429 SR WEALTH PLANNER II
You will serve in a specialized role as one of our in-house technical experts with regard to administering trusts in Delaware's unique fiduciary jurisdiction. This is a multi-faceted role that includes:
• helping train and supporting our client-facing teams,
• educating practicing attorneys on the advantages of the Delaware jurisdiction,
• interactions with clients to explain the advantages of the Delaware jurisdiction, and
• working with attorneys to help them craft documents for their clients that are acceptable to PNC.
You will work closely with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors, and market management. Your goals are to assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent in yourself and other service partners. Outstanding communication skills are a must, as this position involves meeting or speaking with clients and prospects on an almost daily basis. You will also be expected to use your networking skills to identify and attract high net worth clients, and develop focused strategies to create and expand relationships with centers of influence. As an adjunct of one of the largest and most respected planning groups in the wealth management industry, you will work with an exceptionally bright and credentialed group of planners and with other advisors in a team-oriented environment. You will be expected to stay current in planning developments, publish in professional journals, and maintain all continuing education for licenses and certifications relevant to the position
The successful candidate will have the following qualifications:
• Bachelor's degree.
• JD degree
• Seven+ years in estate or financial planning.
• Exceptional written and verbal communication skills
EEO Statement
PNC is an Equal Employment Opportunity/Affirmative Action Employer - M/F/D/V/SO
Shift
Daylight
Total Hours Per Week
40
Scheduled Days/Hours
M-F 8:00-5:00
Travel
20% - 40%
HR Job Code
C08429 SR WEALTH PLANNER II
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