Job details

Senior Wealth Strategist - PNC Private Bank

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Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in Pittsburgh, PA.

This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.  Some responsibilities may be performed remotely, at manager’s discretion.

Job Description

Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships.
Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
Develops new client relationships through networking, prospecting and referrals.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition

Competencies

Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Average salary estimate

$110000 / YEARLY (est.)

min

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$90000K

$130000K

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What You Should Know About Senior Wealth Strategist - PNC Private Bank, PNC

As a Senior Wealth Strategist at PNC Private Bank, you'll step into a role where your expertise is not just valued—it's essential. Based in Pittsburgh, PA, this exciting opportunity places you at the heart of client wealth management, allowing you to put your skills in tax, estate, and financial planning into action. You'll be responsible for developing comprehensive plans tailored to our clients' individual situations, many of which will be complex and require your specialized knowledge. Your role involves collaborating with other experts, conducting in-depth research, and making strategic recommendations to clients and team members utilizing your extensive experience in capital management and financial operations. In this dynamic position, you'll not only deepen existing client relationships but also spearhead initiatives to grow our client base through networking and referrals. PNC values a customer-focused approach, so you’ll be expected to align solutions that meet the unique needs of our clients, all while effectively managing risks associated with our financial services. With potential flexibility in remote work and a strong commitment to inclusivity, this role allows for a fantastic work-life balance—an environment where you can truly thrive and contribute to the overall success of PNC Private Bank. Join us and help make a difference while advancing your career with one of the leading financial institutions in the country!

Frequently Asked Questions (FAQs) for Senior Wealth Strategist - PNC Private Bank Role at PNC

What are the key responsibilities of a Senior Wealth Strategist at PNC Private Bank?

The Senior Wealth Strategist at PNC Private Bank is primarily responsible for developing and implementing tax, estate, and financial plans tailored for clients, particularly those requiring complex solutions. This role involves conducting thorough research and making informed recommendations to clients and team members. In addition to retaining and growing current client relationships, the strategist also works on acquiring new clients through networking and collaboration with Centers of Influence.