Senior Wealth Architect — Private Banking

PNC Financial Services Group, Inc.; Washington, Northern (District of Columbia, KY); Hybrid; USD 133,000 - 296,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision insurance

401(k) with PNC match

Stock purchase plan

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients.

You will collaborate with planning resources and retain and grow assets under management by deepening client relationships. You will identify opportunities to introduce PNC services, network for new clients and manage relationships with Centers of Influence across DC, Bethesda, and Tysons Corner.

Qualifications

• JD required; knowledge of tax, estate and financial planning is a plus.
• Industry relevant experience is typically 8+ years.
• Strong knowledge of wealth management concepts and private banking practices.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.
• Retains, expands and deepens existing relationships with clients and Centers of Influence.
• Identifies solutions and PNC services as sales opportunities to enhance client relationships.
• Develops new client relationships through networking, prospecting 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. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients.

You will collaborate with planning resources and retain and grow assets under management by deepening client relationships. You will identify opportunities to introduce PNC services, network for new clients and manage relationships with Centers of Influence across DC, Bethesda, and Tysons Corner.