Wealth Strategist I- PNC Wealth Management

PNC; Pittsburgh (Allegheny County); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability coverage

401(k) with match

Dependent care reimbursement

Back-up care

Educational assistance

Wellness program

Parental leave

Paid holidays

Absence days

Vacation days

Years of service

Job summary

PNC Wealth Management in Pittsburgh, PA seeks a Wealth Strategist to develop tax, estate and financial planning for clients, while growing assets and deepening relationships under senior guidance.

The role emphasizes research-driven analyses, client networking, and opportunity identification within a full-service wealth-management framework. Bachelor’s degree and 2+ years of relevant experience are typical requirements for this in-office position.

Qualifications

• Bachelor's degree and 2+ years of related experience.
• No required certifications/licensures.

Responsibilities

• Develops, consults on and implements matters of tax, estate and financial planning for clients.
• Assists in the acquisition of new clients.
• Retains, expands and deepens existing relationships.
• Conducts research and develops tax, estate and financial analyses and plans.
• Makes recommendations to team and clients.
• Retains and grows assets under management by meeting clients and Centers of Influence and providing advice under 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.

Skills

Client relationship management

Financial analysis

Tax planning

Estate planning

Risk awareness

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 within PNC's Wealth Management organization, you can be based in Pittsburgh, PA.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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

Work 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

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 - $127,500.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 09/11/2026, 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
• 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].