Senior Wealth Strategist - Private Banking & Planning

PNC Financial Services Group, Inc.; Vienna (VA); On-site; USD 133,000 - 296,000; Full time

Job summary

PNC Wealth Strategist Sr in Private Bank seeks highly experienced professionals to develop tax, estate and financial plans for sophisticated clients. You may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD, in an in-office environment that values collaboration and excellence.

Role requires 8+ years of experience, a JD, and a proven ability to grow assets under management while expanding client relationships through strategic advice and cross-functional teamwork.

Qualifications

• University degree required; 8+ years of industry experience.
• Certifications/licensures as applicable in wealth planning are desirable.
• Strong client relationship and sales capabilities essential.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients, including complex cases.
• Conducts and reviews research, develops analyses and makes recommendations to team and clients.
• Retains and grows assets under management by working with clients and centers of influence.
• Identifies solutions and PNC services to enhance 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 Sr in Private Bank seeks highly experienced professionals to develop tax, estate and financial plans for sophisticated clients. You may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD, in an in-office environment that values collaboration and excellence.

Role requires 8+ years of experience, a JD, and a proven ability to grow assets under management while expanding client relationships through strategic advice and cross-functional teamwork.