Senior Wealth Strategy & Planning Leader

PNC Financial Services Group, Inc.; Indianapolis, Northern (IN, KY); Hybrid; USD 90,000 - 160,000; Full time

Benefits offered by this job

Time off

Wellness programs

Job summary

PNC Financial Services Group, Inc. is seeking a wealth strategist to develop, consult on, and implement tax, estate and financial plans for clients. The role collaborates with planning resources on complex matters and helps acquire new clients.

You will retain and grow assets under management by advising clients, referrals, Centers of Influence, and prospective clients. The position emphasizes researching and building analyses and plans, delivering generally accepted recommendations to the team

Job description

PNC Financial Services Group, Inc. is seeking a wealth strategist to develop, consult on, and implement tax, estate and financial plans for clients. The role collaborates with planning resources on complex matters and helps acquire new clients.

You will retain and grow assets under management by advising clients, referrals, Centers of Influence, and prospective clients. The position emphasizes researching and building analyses and plans, delivering generally accepted recommendations to the team