Senior Wealth Strategist - PNC Private Bank

Senior Wealth Strategist in PNC Private Bank based in Boston, MA. Develops, consults on and implements tax, estate and financial plans for clients, collaborates with planning resources on complex subject matters, and helps retain, expand and deepen client relationships. Responsible for growing assets under management by working with clients, prospective clients, and Centers of Influence, and for identifying solutions and PNC services as sales opportunities. Builds new client relationships through networking and referrals. Education required: JD; work experience typically 8+ years; certifications/licensing often required; masters degree desirable. The role emphasizes client-focused, risk-aware financial planning and proactive relationship management.