Wealth Strategist II - (Lancaster, PA)

Wealth Strategist II Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of greater complexity and specific subject matters. 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 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 cross-selling opportunities to enhance existing client relationships.Develops new client relationships through networking, prospecting and referrals. Category: Finance , Keywords: Wealth Strategist