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Wealth Strategist - PNC Wealth Management
Job in
Phoenix, Maricopa County, Arizona, 85002, USA
Listed on 2026-06-19
Listing for:
PNC Financial Services Group, Inc.
Full Time, Part Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
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. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
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, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients.
* Retains and grows assets under management by working directly and meeting 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.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition
Competencies
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 / 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
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $63,750.00 - $
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
Application Window
Generally, this opening is expected to be posted for two business days from 06/17/2026, although it may be longer with business discretion.
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;
back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit
Disability Accommodations Statement
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…
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