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Wealth Strategist - PNC Wealth Management

Job in Elizabeth, Union County, New Jersey, 07215, USA
Listing for: PNC Financial Services Group, Inc.
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Sales, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 63750 USD Yearly USD 63750.00 YEAR
Job Description & How to Apply Below
Position: Wealth Strategist I - PNC Wealth Management

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 Wealth Strategist within PNC Wealth Management, you will be based in Pittsburgh, PA. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance.

Job Description
  • Develops, consults on, and implements matters of tax, estate and financial planning for clients, with guidance from team members or management.
  • Assists in the acquisition of new clients.
  • Retains, expands and deepens existing relationships.
  • Conducts research and develops tax, estate and financial analyses and plans.
  • Makes generally accepted recommendations to team and, where appropriate, to clients.
  • Retains and grows assets under management by working directly with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members.
  • Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
  • Develops new client relationships through networking, prospecting and referrals.
Qualifications
  • Customer Focused – Understanding and aligning customer needs and satisfaction as primary considerations in all business decisions.
  • Managing Risk – Effectively assessing and managing the risks associated with business objectives and activities to ensure adherence to PNC’s Enterprise Risk Management Framework.
Preferred Skills
  • Capital Management
  • Client Prospecting
  • Client Relationship Building
  • Competitive Advantages
  • Decision Making
  • Financial Operations
  • Investment Banking
  • Revenue Recognition
  • Accuracy and Attention to Detail
  • Client Relationship Management
  • Decision Making and Critical Thinking
  • Effective Communications
  • Investments
  • Managing Multiple Priorities
  • Networking
  • Problem Solving
  • Products and Services
  • Value Selling
Work Experience

Roles at this level typically require a university or college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education

Bachelors.

Certifications

None required.

Licenses

None required.

Pay Transparency

Base Salary: $63,750.00 – $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

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;

backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; and a robust wellness program with financial incentives.

Paid time off may include maternity or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year unless otherwise required by law; and 15 to 25 vacation days each year, depending on career level and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation request” in the subject line and provide your name, the job , and preferred method of contact. Emails unrelated to accommodation requests will not receive a response. Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance.

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…

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