Senior Wealth Architect: Tax & Estate Planning

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

Benefits offered by this job

Medical coverage

401(k) with PNC match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. in the United States is seeking a Sr Wealth Strategist within PNC's Private Bank to deliver tax, estate and financial plans for high-net-worth clients.

The position offers in-office work locations in San Francisco, Phoenix or Denver, with strong emphasis on client relationships and cross-team collaboration. The role requires deep expertise in wealth planning and a track record of growing assets under management, while leveraging PNC's resources to provide

Qualifications

• JD required and admitted to practice.
• Industry experience typically 8+ years.
• Certifications or licenses as applicable.
• Experience with wealth planning for high-net-worth clients.

Responsibilities

• Develops tax, estate and financial plans for clients and grows relationships.
• Conducts research and provides recommendations to clients and team.
• Retains and grows assets under management by advising clients.
• Identifies sales opportunities to enhance 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 the United States is seeking a Sr Wealth Strategist within PNC's Private Bank to deliver tax, estate and financial plans for high-net-worth clients.

The position offers in-office work locations in San Francisco, Phoenix or Denver, with strong emphasis on client relationships and cross-team collaboration. The role requires deep expertise in wealth planning and a track record of growing assets under management, while leveraging PNC's resources to provide