Wealth Strategist I

PNC Financial Services Group, Inc.; Cleveland (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Strategist I in the Private Bank to develop and implement tax, estate and financial planning for clients.

Based in Cleveland or Cincinnati, OH, you will explore new client acquisitions and deepen existing relationships, guided by senior team members. You will work to retain assets, identify opportunities, and provide strategic advice to clients, leveraging your networking and relationship-building skills to grow the practice within the Private

Qualifications

• Requires university/college degree with 2+ years of professional experience.
• In lieu of a degree, a comparable combination of education, certification(s), and experience may be considered.

Responsibilities

• Develops tax, estate and financial planning matters for clients with guidance.
• Assists in acquiring new clients and expanding relationships.
• Retains and grows assets under management by meeting clients and centers of influence and providing advice.

Skills

Client Relationship Building

Networking

Prospecting

Capital Management

Decision Making

Effective Communications

Managing Multiple Priorities

Revenue Recognition Competencies

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist I within PNC's Private Bank organization, you may be based in Cleveland or Cincinnati, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. Retains and grows assets under management by working directly and meeting with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Capital Management
• Client Prospecting
• Client Relationship Building
• Competitive Advantages
• Decision Making
• Financial Operations
• Investment Banking
• Revenue Recognition Competencies
• Accuracy and Attention to Detail
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investments
• Managing Multiple Priorities
• Networking
• Problem Solving
• Products and Services
• Value Selling

Roles & Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education & Certifications

Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $63,750.00 – $106,250.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/08/2026, although it may be longer with business discretion.

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match, pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• and years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Company Culture

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.