Senior Wealth Strategist: Tax & Estate Planning
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-20
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
PNC Financial Services Group, Inc. seeks a Wealth Strategist Sr for its Private Bank, based in Bethesda, MD, or nearby, to develop, consult on, and implement tax, estate and financial plans for clients with complex needs.
You will collaborate with planning resources, retain and grow relationships, and identify solutions and PNC services to expand assets under management. The role emphasizes client relationship management and proactive financial advice.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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