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Wealth Management

Senior Wealth Strategist: Estate & Tax Planning

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: PNC Financial Services Group, Inc.
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution seeks a Sr. Wealth Strategist based in Florida. This role requires developing and managing complex tax, estate, and financial plans for clients, focusing on the Sarasota and Naples markets. Responsibilities include client acquisition, relationship management, and financial analysis. The ideal candidate will have significant experience in wealth management and a JD or CPA preferred. Competitive benefits and an inclusive workplace are offered.
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Position Requirements
10+ Years work experience
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