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Wealth Strategist Sr PNC Private Bank
Job in
Richland, Benton County, Washington, 99352, USA
Listed on 2026-02-12
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
* 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.
PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .
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