Wealth Strategist: Financial Planning & Client
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
PNC Wealth Management seeks a Wealth Strategist to partner with Financial Advisors to build and deliver comprehensive financial plans. This in-office role will join advisors in client meetings to present the plan and recommendations directly to clients.
Strong candidates have CFP certification progress, 2+ years in financial planning, and experience with eMoney or Money Guide Pro . Base salary ranges from 63,750 to 106,250 USD with robust benefits and growth.
The following role is for a Wealth Strategist:
Financial Planning & Client Growth with Fairygodboss.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Strategist:
Financial Planning & Client Growth role in the description above.
We appreciate your interest in this position.
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