Wealth Strategist III
Quantitative Marketing(1 month ago)
About this role
A Wealth Strategist III at PNC's Private Bank provides high-level strategic advisory to high-net-worth clients, supporting comprehensive wealth solutions within the Private Bank. The role is based in Columbus or Cincinnati and contributes to client retention and growth while operating in PNC's in-office environment.
Required Skills
- Tax Planning
- Estate Planning
- Financial Analysis
- Client Prospecting
- Relationship Building
- Investment Strategy
- Decision Making
- Networking
- Communication
- Risk Management
Qualifications
- JD
About Quantitative Marketing
pnc.comPNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.
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