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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing tax, estate, and financial plans for complex clients while effectively managing client relationships and expanding business opportunities. Proficient in risk assessment and financial analysis, with strong decision-making and communication skills.
Highest-signal resume keywords
Tax PlanningClient Relationship ManagementFinancial AnalysisRisk ManagementBusiness Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningEstate PlanningInvestment BankingCapital ManagementRevenue Recognition
Soft Skills
Effective CommunicationDecision MakingCritical ThinkingProblem SolvingNetworking
Certifications & Qualifications
JD
Industry Keywords
Client ProspectingWealth ManagementSales OpportunitiesEnterprise Risk ManagementValue Selling
About the role
Key responsibilities & impact- Develop, consult on, and implement tax, estate, and financial plans for clients, including highly complex clients
- Collaborate with planning resources on complex subject matters
- Partner in acquiring new clients
- Retain, expand, and deepen existing client relationships
- Conduct and review research
- Develop tax, estate, and financial analyses and plans
- Make recommendations to teams and clients
- Provide direction to wealth strategists and associates
- Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence
- Identify PNC solutions and services as sales opportunities
- Develop new client relationships through networking, prospecting, and referrals
- Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required for roles at this level
- JD
- Typically 8+ years of industry-relevant experience
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- Appropriate knowledge, skills, and abilities for the role
- Knowledge of capital management, client prospecting, client relationship building, financial operations, investment banking, and revenue recognition
- Competence in business acumen, client relationship management, decision making and critical thinking, effective communications, investments, networking, problem solving, products and services, and value selling
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must be able to work without employment visa sponsorship or STEM OPT
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Additional time off based on years of service