Job Title
Wealth Strategist Sr. - Pnc Private Bank
Company
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Job Description
PNC is currently seeking a Senior Wealth Strategist for their Private Bank division, based in Baltimore, MD. This role will primarily be based in a PNC location, with some remote work at the manager's discretion. The successful candidate will be responsible for developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of the greatest complexity. They will collaborate with other planning resources and partners in the acquisition of new clients, while retaining, expanding, and deepening existing relationships. This role also involves conducting and reviewing research, developing analyses and plans, and making recommendations to both the team and clients.
The ideal candidate will have a strong background in capital management, client prospecting and relationship building, decision making, and financial operations. They should also possess competencies in business acumen, client relationship management, effective communication, investments, networking, problem solving, and value selling. A JD degree is preferred for this role, along with 8 years of industry relevant experience and any necessary certifications. PNC offers a comprehensive range of benefits for full-time employees, including medical, dental, and vision coverage, life insurance, 401(k) with match, and a robust wellness program.
Position Overview:
- Senior Wealth Strategist
- PNC Private Bank division
- Based in Baltimore, MD
- Primarily located in a PNC office
- Some remote work at manager's discretion
- Responsible for developing, consulting on, and implementing tax, estate, and financial plans for clients
- Collaborates with other planning resources and partners in the acquisition of new clients
- Retains, expands, and deepens existing relationships
- Conducts and reviews research, develops analyses and plans, and makes recommendations to team and clients
Qualifications:
- Knowledge, skills, and abilities appropriate for this role
- 8 years of industry relevant experience
- JD degree preferred
- Certifications may be required
- Competencies in capital management, client prospecting and relationship building, decision making, and financial operations
- Skills in business acumen, client relationship management, effective communication, investments, networking, problem solving, and value selling
Salary Information:
- Base salary: $88,000.00 - $202,400.00
- Salaries may vary based on geographic location, market data, and individual skills, experience, and education
- Incentive eligibility based on company, business, and/or individual performance
Benefits:
- Comprehensive range of benefits for full-time employees
- Medical, dental, and vision coverage
- Life insurance
- 401(k) with match
- Robust wellness program
Application Window:
- Posted for two business days from 11/04/2024 (may be longer at business discretion)
Equal Employment Opportunity:
- PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law
California Residents:
- Refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose personal information in the hiring process
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Location
Baltimore, MD
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