Wealth Strategist Sr - PNC Private Bank

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 Sr Wealth Strategist within the PNC Private Bank organization, you will be based in Indianapolis, IN.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance.

• 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.

• Capital Management
• Client Prospecting
• Client Relationship Building
• Competitive Advantages
• Decision Making
• Financial Operations
• Investment Banking
• Revenue Recognition
• Business Acumen
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Investments
• Networking
• Problem Solving
• Products and Services
• Value Selling

• University / College degree required. Advanced degrees (Master’s, PhD) or relevant certifications desirable.
• Industry‑relevant experience typically 8+ years.
• Specific certifications 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:

University / College degree. JD.

Certifications:

None required. Licenses:
None required.

• Medical/Prescription drug coverage with 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
• Robust wellness program with financial incentives
• Paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days; 15‑25 vacation days depending on career level and years of service

If an accommodation is required to participate in the application process, please contact us via email at  Please include 'accommodation request' in the subject line title and be sure to include your name, the job , 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.

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.