Wealth Strategist Senior - PNC Private Bank
Quantitative Marketing(1 month ago)
About this role
A Senior Wealth Strategist within PNC's Private Bank, based in Philadelphia, PA or Wilmington, DE, who provides high-level strategic advice to high-net-worth clients and supports the bank’s wealth management objectives. The role is part of PNC’s Private Bank organization and contributes to client relationship growth and long-term financial planning outcomes.
Required Skills
- Tax Planning
- Estate Planning
- Financial Planning
- Client Prospecting
- Relationship Building
- Decision Making
- Investment Management
- Networking
- Research
- Communication
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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