Senior Wealth Architect, Private Banking

PNC Financial Services Group, Inc.; Troy (MI); On-site; USD 133,000 - 296,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Stock purchase plans

Educational assistance

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Strategist Senior within the Private Bank, with potential bases in Troy, MI or other major markets.

This in‑office role emphasizes delivering sophisticated tax, estate and financial plans while expanding client relationships. You will collaborate with planning resources, retain and grow assets under management, and identify opportunities to provide PNC services through trusted advice and cross‑selling.

Qualifications

• Experience in tax, estate and financial planning for high-net-worth clients.
• },

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.

Skills

Financial planning

Estate planning

Tax planning

Client relationship management

Business development

Education

JD

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Strategist Senior within the Private Bank, with potential bases in Troy, MI or other major markets.

This in‑office role emphasizes delivering sophisticated tax, estate and financial plans while expanding client relationships. You will collaborate with planning resources, retain and grow assets under management, and identify opportunities to provide PNC services through trusted advice and cross‑selling.