Private Wealth Strategist II

PNC; Pittsburgh (Allegheny County); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with PNC match

Pension and stock purchase plans

Job summary

PNC Wealth Strategist II in the Private Bank is based in Pittsburgh or Erie, PA, and is an in-office role focusing on tax, estate and financial planning for high-net-worth clients. The role emphasizes relationship management and growth of assets under management through proactive client engagement.

The position requires a university degree with 3+ years of relevant experience; the company notes an in-office culture with strong collaboration and comprehensive benefits. Relocation not discussed.

Qualifications

• Requires 3+ years of relevant experience; JD degree listed in education.
• Experience in wealth planning, tax, estate and financial planning preferred.
• Ability to develop client relationships and grow assets under management.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Retains and grows assets under management by advising clients and prospects.
• Identifies solutions and PNC services as sales opportunities.
• Develops new client relationships through networking and referrals.
• Collaborates with senior planning resources on complex matters.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC Wealth Strategist II in the Private Bank is based in Pittsburgh or Erie, PA, and is an in-office role focusing on tax, estate and financial planning for high-net-worth clients. The role emphasizes relationship management and growth of assets under management through proactive client engagement.

The position requires a university degree with 3+ years of relevant experience; the company notes an in-office culture with strong collaboration and comprehensive benefits. Relocation not discussed.