Senior Wealth Architect — Private Bank & Complex Plans

PNC; Boston (MA); On-site; USD 80,000 - 284,050; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program with financial Incent

Job summary

PNC Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement tax, estate and financial plans for high-net-worth clients, collaborating with planning resources to deliver sophisticated strategies and expand the client base.

The role emphasizes deep relationship management, asset retention, and growth through networking and referrals while aligning with PNC's risk and client-focused approach.

Qualifications

• Experience developing tax, estate and financial plans for high-net-worth clients.
• Ability to collaborate with planning resources and acquire new clients.
• Ability to lead, mentor and provide guidance to wealth strategists.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including complex scenarios.
• Collaborates with planning resources and grows assets under management.
• Identifies solutions and PNC services as opportunities to deepen client relationships.
• Develops new client relationships through networking and referrals.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement tax, estate and financial plans for high-net-worth clients, collaborating with planning resources to deliver sophisticated strategies and expand the client base.

The role emphasizes deep relationship management, asset retention, and growth through networking and referrals while aligning with PNC's risk and client-focused approach.