Wealth Strategy Specialist II | Financial Planning

PNC; Pittsburgh (Allegheny County); On-site; USD 75,000 - 125,000; Full time

Job summary

PNC in Pittsburgh, PA is seeking a Wealth Strategist II within Wealth Management Financial Planning to design tax, estate and financial plans for clients. The role partners with senior planning resources to deliver comprehensive advice and build strong client relationships, including prospecting and acquiring new clients.

Based in an in-office environment, this position emphasizes service quality, risk management, and deepening assets under management through trusted solutions.

Qualifications

• University/college degree required, typically JD.
• 3+ years of relevant/ direct industry experience.
• Certifications are often desired.

Responsibilities

• Develops, consults on and implements tax, estate and financial plans for clients.
• Conducts and reviews research, develops analyses and plans for clients and teams.
• Retains and grows assets under management by advising clients and collaborating with Centers of Influence.
• Identifies solutions and PNC services 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 in Pittsburgh, PA is seeking a Wealth Strategist II within Wealth Management Financial Planning to design tax, estate and financial plans for clients. The role partners with senior planning resources to deliver comprehensive advice and build strong client relationships, including prospecting and acquiring new clients.

Based in an in-office environment, this position emphasizes service quality, risk management, and deepening assets under management through trusted solutions.