Wealth Planning Strategist II

Fairygodboss; Olde West Chester (OH); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) match

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Strategist II for the Wealth Planning team in Pittsburgh, PA. You will develop and implement tax, estate and financial plans, collaborating with senior resources to serve high‑net‑worth clients.

You will expand client relationships, prospect for new business and provide tailored guidance across investment and financial planning disciplines. This role emphasizes in‑office collaboration and ongoing client service.

Qualifications

• University/college degree with 3+ years in wealth planning or financial services.
• JD required; licensure/certifications may be desired.
• Strong client advisory, research and planning capabilities.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Retains, expands and deepens client relationships.
• Identifies solutions and PNC services as opportunities to enhance existing client relationships.
• 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 Wealth Management is seeking a Wealth Strategist II for the Wealth Planning team in Pittsburgh, PA. You will develop and implement tax, estate and financial plans, collaborating with senior resources to serve high‑net‑worth clients.

You will expand client relationships, prospect for new business and provide tailored guidance across investment and financial planning disciplines. This role emphasizes in‑office collaboration and ongoing client service.