Wealth Strategist II

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. in Philadelphia, PA seeks a Wealth Strategist II in Private Bank to develop tax, estate and financial plans and expand client relationships.

You will collaborate with more-senior resources and acquire new clients while retaining and growing assets under management. A JD and 3+ years of relevant experience are needed; incentives and comprehensive benefits accompany the role.

Qualifications

• Roles require a university degree with 3+ years of relevant experience.
• JD required; certifications often desired.
• In lieu of a degree, a comparable mix of education, certification and experience may be considered.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Collaborates with senior planning resources on complex matters.
• Partners in the acquisition of new clients and grows assets under management.
• Conducts and reviews research and develops tax, estate and financial analyses.
• Identifies solutions and PNC services as sales opportunities.
• 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

# **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 II within PNC's Private Bank organization, you will be based in Philadelphia, PA, Wayne, PA, Blue Bell, PA, Wilmington, DE, or Cherry Hill, NJPNC 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 tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships.* Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to associates.* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.* 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**Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling## **Work Experience**Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**JD## **Certifications**No Required Certification(s)## **Licenses**No Required License(s)## **Language Assessments**No Required or Preferred Language Assessments# **Pay Transparency**Base Salary: $75,000.00 – $150,000.00Salaries 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 08/24/2026, although it may be longer with business discretion.# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.