Wealth Strategist Sr. - PNC Private Bank
On-site · Pittsburgh, Pennsylvania, United States
Job Summary
Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources and partners in acquiring new clients; retains, expands and deepens existing relationships; conducts research and develops analyses and plans to support client recommendations. Identifies solutions and PNC services to enhance client relationships and grows assets under management through networking, prospecting and referrals. May provide direction to wealth strategists and associates. Focused on customer-centric wealth management, risk management within the Enterprise framework, and delivering customized financial solutions. Role requires senior-level expertise in capital management, client relationship building, and financial operations with a track record of industry knowledge and certifications where applicable.
Required Qualifications
- University/college degree typically required; higher level education such as Masters/PhD or certifications desirable
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