Wealth Strategist Sr - PNC Private Bank
Quantitative Marketing(1 month ago)
About this role
A Senior Wealth Strategist with PNC Private Bank provides expert guidance to high-net-worth clients on complex tax, estate, and financial planning, collaborating with internal specialists to develop comprehensive strategies. The role is based in Indianapolis and supports relationship-driven wealth management and client growth within PNC's in-office environment.
Required Skills
- Tax Planning
- Estate Planning
- Financial Analysis
- Client Relationships
- Asset Management
- Investment Advice
- Prospecting
- Networking
- Decision Making
- Communication
+2 more
Qualifications
- University Degree
- JD
- Masters Degree (Preferred)
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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