Senior Wealth Planner & Relationship Strategist

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Strategist III within its Private Bank in Pittsburgh, PA. The role focuses on developing tax, estate and financial plans for high-net-worth clients and expanding the client base through networking and referrals.

The position emphasizes collaboration with planning resources, retention of assets, and offering PNC services to deepen client relationships. JD required with 5+ years in the field; sponsorship is not provided.

Qualifications

• University degree and 5+ years of industry experience in wealth planning or financial advisory.
• Specific certifications/licensures are often required for this role.
• Strong knowledge of tax, estate and financial planning principles and client relation strategies.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity.
• Collaborates with planning resources and partners in acquiring new clients and retains, expands and deepens relationships.
• Retains and grows assets under management by advising clients, prospects 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. is seeking a Wealth Strategist III within its Private Bank in Pittsburgh, PA. The role focuses on developing tax, estate and financial plans for high-net-worth clients and expanding the client base through networking and referrals.

The position emphasizes collaboration with planning resources, retention of assets, and offering PNC services to deepen client relationships. JD required with 5+ years in the field; sponsorship is not provided.