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Senior Wealth Architect — Private Bank & Complex Plans
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-10
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
PNC Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement tax, estate and financial plans for high-net-worth clients, collaborating with planning resources to deliver sophisticated strategies and expand the client base.
The role emphasizes deep relationship management, asset retention, and growth through networking and referrals while aligning with PNC's risk and client-focused approach.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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