Senior Wealth Strategist

Position: Senior Wealth Strategist at PNC
Location: Quinte West

Elevate your wealth management career as a Senior Wealth Strategist with PNC in Phoenix, AZ or Denver, CO. This in-office role focuses on developing intricate financial plans to meet client needs.

As a Senior Wealth Strategist within PNC’s Private Bank, you will specialize in tax, estate, and financial planning. Collaborating with other experts, you will cultivate new client relationships while enhancing existing ones. Your expertise will drive the retention and growth of assets under management by identifying customized solutions.

Key Responsibilities:

• Develop and implement comprehensive tax and financial plans

• Conduct research and analysis for informed recommendations

• Retain and grow asset base through client interactions

• Identify solutions to enhance client relationships

• Build new client connections through networking and referrals

Requirements:

• 8+ years of industry experience preferred

• JD degree required for this senior role

• Strong client relationship building and decision-making skills

• Ability to manage risk effectively in financial operations

• Excellent communication and analytical skills

Bring your expertise and passion for financial planning to PNC's Private Bank team as a Senior Wealth Strategist.
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