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Senior Wealth Strategist
1 month ago
PNC Financial Services Group is seeking a highly skilled Senior Wealth Strategist to join our team. 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 utilized to collaborate with other planning resources on complex matters and partner in the acquisition of new clients.
Key Responsibilities- Develop and implement comprehensive tax, estate, and financial plans for clients, including those of high complexity.
- Collaborate with other planning resources on complex matters and partner in the acquisition of new clients.
- Retain and grow existing client relationships through exceptional service and advice.
- Identify opportunities to enhance existing client relationships through the provision of PNC services.
- Develop new client relationships through networking, prospecting, and referrals.
- University/college degree required; higher education desirable.
- Industry relevant experience of 8+ years.
- Specific certifications may be required.
PNC offers a comprehensive range of benefits to support the well-being of our employees. These include 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. Additionally, PNC provides paid time off, including 11 paid holidays, 8 occasional absence days, and between 15 to 25 vacation days per year, depending on career level and years of service.
