Senior Wealth Strategist, Private Banking

Fairygodboss; Bethesda (MD); On-site; USD 133,000 - 296,000; Full time

Job summary

PNC, a leading financial services company, is seeking a Wealth Strategist Sr within its Private Bank organization. Based in the Washington DC, Bethesda MD, or Tysons Corner MD area, you will develop comprehensive tax, estate and financial plans for sophisticated clients and help grow assets under management.

You will collaborate with planning resources, expand client networks, and provide tailored advice leveraging deep product knowledge.

Qualifications

• Roles at this level typically require a university/college degree.
• Education: JD is required for this position.
• Certifications/licenses: no specific ones listed beyond general regulatory requirements.

Responsibilities

• Develops tax, estate and financial plans for clients, including highly complex cases; collaborates with planning resources and expands client relationships.
• Retains and grows assets under management by advising clients and centers of influence, and by identifying sales opportunities to enhance relationships.
• Delivers research and analyses to support client recommendations and may mentor other wealth strategists and associates.
• 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, a leading financial services company, is seeking a Wealth Strategist Sr within its Private Bank organization. Based in the Washington DC, Bethesda MD, or Tysons Corner MD area, you will develop comprehensive tax, estate and financial plans for sophisticated clients and help grow assets under management.

You will collaborate with planning resources, expand client networks, and provide tailored advice leveraging deep product knowledge.