Senior Wealth Strategist for Private Banking & Planning

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 13,000 - 272,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist for its Private Bank.

The role will develop and implement tax, estate, and financial plans for high-complexity clients, collaborating with planning resources and partners to acquire and grow client relationships. The position emphasizes retaining and growing assets under management, identifying solutions, and cultivating new client opportunities through networking and referrals.

Qualifications

• Role requires university degree; higher education desirable.
• 8+ years industry experience typically required.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Retains, expands and deepens existing relationships.
• 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

Business Acumen

Client Relationship Management

Critical Thinking

Effective Communications

Investments

Networking

Problem Solving

Products and Services

Value Selling

Tools

None

Job description

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist for its Private Bank.

The role will develop and implement tax, estate, and financial plans for high-complexity clients, collaborating with planning resources and partners to acquire and grow client relationships. The position emphasizes retaining and growing assets under management, identifying solutions, and cultivating new client opportunities through networking and referrals.