Senior Wealth Strategist

4 weeks ago

Pittsburgh PA USA, United States The PNC Financial Services Group, Inc Full time
Job Summary

We are seeking a highly skilled Senior Wealth Strategist to join our team at The PNC Financial Services Group, Inc. As a key member of our Private Bank organization, you will be responsible for developing and implementing tax, estate, and financial plans for clients. Your expertise will be essential in collaborating with other planning resources, acquiring new clients, and retaining existing relationships.

Key Responsibilities
  • Develop comprehensive tax, estate, and financial plans for clients, including those of high complexity.
  • Collaborate with other planning resources to address complex subject matters and partner in the acquisition of new clients.
  • Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence.
  • Identify solutions and PNC services as sales opportunities to enhance existing client relationships.
  • Develop new client relationships through networking, prospecting, and referrals.

Requirements

To be successful in this role, you must possess excellent business acumen, client relationship management skills, and decision-making abilities. You should also have a strong understanding of financial operations, investments, and networking. A university degree is typically required, and industry-relevant experience is preferred. Specific certifications may be necessary, depending on the role.

What We Offer

PNC provides a comprehensive range of benefits to support your career growth and well-being. As a full-time employee, you will be eligible for medical, dental, and vision coverage, employee and spouse/child life insurance, short and long-term disability protection, and a 401(k) plan with PNC match. You will also have access to paid time off, including holidays, vacation days, and occasional absence days. Additionally, PNC offers a robust wellness program with financial incentives and educational assistance programs.

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