Senior Wealth Architect: Private Banking & Estate Planning

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

Benefits offered by this job

Health benefits

Pension and stock purchase plans

Paid time off & holidays

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Strategist Sr. for its Private Bank, potentially based in Detroit, MI. The role focuses on developing tax, estate and financial plans for complex clients and expanding relationships with high-net-worth individuals.

The position emphasizes in-office work, with collaboration across planning resources and a strong focus on maintaining and growing client assets under management. JD and 8+ years of experience typical.

Qualifications

• A university degree is typically required; higher education such as a JD is desirable.
• 8+ years of industry experience relevant to wealth planning and financial services.
• Specific certifications are often required.

Responsibilities

• Develop tax, estate and financial plans for clients, including those of the greatest complexity.
• Conduct research and develop tax, estate and financial analyses and plans.
• Retains and grows assets under management by advising clients and expanding relationships.
• Identify solutions and PNC services 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 Wealth Strategist Sr. for its Private Bank, potentially based in Detroit, MI. The role focuses on developing tax, estate and financial plans for complex clients and expanding relationships with high-net-worth individuals.

The position emphasizes in-office work, with collaboration across planning resources and a strong focus on maintaining and growing client assets under management. JD and 8+ years of experience typical.