Senior Wealth Strategist, Private Banking

Fairygodboss; Columbus (OH); On-site; USD 91,000 - 186,000; Full time

Job summary

PNC’s Wealth Strategist III role in the Private Bank focuses on crafting tax, estate and financial plans for clients with significant complexity. You will collaborate with planning resources to deliver integrated solutions and expand client relationships while growing assets under management.

The position emphasizes leading and coordinating with wealth strategists and associates, identifying opportunities, and ensuring risk-aligned client service in an in-office setting.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for a senior wealth planning role.
• Experience with tax, estate and financial planning for high-net-worth clients is preferred.
• Education credentials include a JD and relevant certifications/licensures as applicable.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity.
• Retains, expands and deepens existing relationships and grows assets under management.
• Identifies solutions and PNC services as sales opportunities to enhance client relationships.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition

Education

JD

Job description

PNC’s Wealth Strategist III role in the Private Bank focuses on crafting tax, estate and financial plans for clients with significant complexity. You will collaborate with planning resources to deliver integrated solutions and expand client relationships while growing assets under management.

The position emphasizes leading and coordinating with wealth strategists and associates, identifying opportunities, and ensuring risk-aligned client service in an in-office setting.