Senior Wealth Strategist: Estate & Tax Planner

PNC; Lancaster (Lancaster County); Hybride; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with match

Dental and vision

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist in the Private Bank to develop and implement advanced tax, estate, and financial plans for high-net-worth clients.

You will collaborate with planning resources and drive client acquisition while expanding existing relationships. The role emphasizes delivering customized wealth strategies, mentoring associates, and leveraging PNC services to enhance client portfolios.

Qualifications

• University degree required for role.
• Masters degree or professional certifications desirable.
• 8+ years of industry experience typically required.

Responsabilités

• Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.
• Collaborates with planning resources on topics of greatest complexity and partners in client acquisition.
• Retains, expands and deepens existing client relationships.

Connaissances

Capital Management

Client Prospecting

Client Relationship

Decision Making

Effective Communications

Investments

Networking

Problem Solving

Value Selling

Formation

University degree

Masters degree desirable

Certifications desirable

Description du poste

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist in the Private Bank to develop and implement advanced tax, estate, and financial plans for high-net-worth clients.

You will collaborate with planning resources and drive client acquisition while expanding existing relationships. The role emphasizes delivering customized wealth strategies, mentoring associates, and leveraging PNC services to enhance client portfolios.