Senior Wealth Strategy & Planning Lead

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 120,000 - 190,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist for the Private Bank in Pittsburgh, PA.

You will develop and implement tax, estate and financial plans, collaborate with planning resources on complex matters, and work to retain and grow assets under management by serving high-net-worth clients. The role emphasizes expanding client relationships, leveraging PNC services as strategic solutions, and building new connections through networking and referrals in an in-office

Qualifications

• Industry-relevant experience is typically 8+ years.
• Masters degree or other certifications desirable.

Responsibilities

• Develop tax, estate and financial plans for clients, including highly complex cases.
• Retain, expand, and deepen existing client relationships.
• Identify PNC services as sales opportunities and advise clients.
• Develop new client relationships through networking, prospecting and referrals.
• Collaborate with planning resources on complex matters.

Skills

Capital Management

Client Prospecting

Client Relationship Building

Competitive Advantages

Decision Making

Financial Operations

Investment Banking

Revenue Recognition Competencies

Business Acumen

Client Relationship Management

Networking

Problem Solving

Products and Services

Value Selling

Education

University degree required

Job description

PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist for the Private Bank in Pittsburgh, PA.

You will develop and implement tax, estate and financial plans, collaborate with planning resources on complex matters, and work to retain and grow assets under management by serving high-net-worth clients. The role emphasizes expanding client relationships, leveraging PNC services as strategic solutions, and building new connections through networking and referrals in an in-office