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Senior Wealth Strategist Estate & Tax Planning

Job in Indian Head, Charles County, Maryland, 20640, USA
Listing for: PNC
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 262200 USD Yearly USD 80000.00 262200.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Strategist for Estate & Tax Planning
Location: Indian Head

A financial services company is seeking a Senior Wealth Strategist to implement complex financial plans and develop client relationships. This role requires 8+ years of experience, ideally with a JD degree. The successful candidate will have strong skills in capital management and client prospecting. Competitive salary ranges from $80,000 to $262,200, reflecting skills, experience, and education level. The position is incentive eligible based on performance.
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Position Requirements
10+ Years work experience
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