Senior Wealth Strategist: Estate & Tax Planning

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with PNC match

Educational assistance

Wellness program

Job summary

PNC Wealth Strategist III within PNC's Private Bank organization is based in Cleveland, OH, Pittsburgh, PA, Philadelphia, PA, or anywhere within the PNC Private Bank footprint. This role develops tax, estate and financial plans for high-net-worth clients and oversees asset growth through advisory services.

As an in-office role, you will collaborate with planning resources, expand client relationships and identify opportunities to leverage PNC services.

Qualifications

• University degree with 5+ years of industry experience.
• Certifications or licenses may be required depending on client needs.
• Strong tax, estate and financial planning capabilities.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Conducts research and develops analyses to inform recommendations.
• Retains and grows assets under management by advising clients.
• Identifies opportunities to expand services and deepen 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 Wealth Strategist III within PNC's Private Bank organization is based in Cleveland, OH, Pittsburgh, PA, Philadelphia, PA, or anywhere within the PNC Private Bank footprint. This role develops tax, estate and financial plans for high-net-worth clients and oversees asset growth through advisory services.

As an in-office role, you will collaborate with planning resources, expand client relationships and identify opportunities to leverage PNC services.