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Wealth Strategist Senior at PNC Bank - ApplyBlast

Wealth Strategist Senior

PNC Bank

3 months ago

2.7 on Glassdoor

Washington, DC

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Wealth Strategist at PNC's Private Bank develops and implements complex tax, estate, and financial plans for high-net-worth clients. The role involves retaining and growing assets under management, identifying sales opportunities, and providing strategic advice while collaborating with internal planning resources. Candidates will work in an in-office environment in the Washington DC area to foster deep client relationships and drive business growth.

Responsibilities

Develop and implement complex tax and estate financial plans for clients
Retain and grow assets under management through strategic client engagement
Conduct research and provide recommendations on financial analyses
Identify new sales opportunities and PNC services for existing clients
Collaborate with planning resources on complex subject matters

Skills

Qualifications

JD (Juris Doctor)Series 65 LicenseSeries 63 LicenseCFP CertificationCPA Certification

About PNC Bank

pnc.com

Headquarters

Pittsburgh, Pennsylvania, United States

Company Size

10001+ employees

Founded

2014

View Profile

PNC 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.