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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 while effectively managing client relationships and expanding business opportunities. Strong capabilities in decision making, client prospecting, and financial operations are essential.
Highest-signal resume keywords
Tax PlanningClient Relationship ManagementFinancial AnalysisDecision MakingClient Prospecting
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 PlanningCapital ManagementInvestment BankingFinancial Operations
Soft Skills
Effective CommunicationProblem SolvingNetworking
Industry Keywords
Business AcumenRevenue RecognitionValue SellingEnterprise Risk ManagementClient Retention
About the role
Key responsibilities & impact- Develop, consult on, and implement tax, estate, and financial plans for clients
- Collaborate with more-senior planning resources on complex matters and specific subject matters
- Partner in acquiring new clients
- Retain, expand, and deepen existing client relationships
- Conduct and review research as appropriate
- Develop tax, estate, and financial analyses and plans
- Make generally accepted recommendations to the team and potentially to clients
- Provide direction to associates when needed
- Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence
- Provide advice and implementation
- Identify PNC solutions and services as sales opportunities
- Develop new client relationships through networking, prospecting, and referrals
- Manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University / college degree typically required
- 3+ years of relevant / direct industry 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
- 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
- JD listed under Education
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must not require employment visa sponsorship; PNC will not participate in STEM OPT for this position
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
- Robust 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