Wealth Strategist Sr. - PNC Private Bank

Senior Wealth Strategist

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 Senior Wealth Strategist within PNC Private Bank organization, you will be based in our Tyson's Corner, VA office and will support the greater Washington D.C. market. The ideal candidate will meet the following qualifications :

• Heightened expertise in issues for business owners.
• Use of E-money, Edge / Salesforce.
• Banking experience.
• Must have strong Estate Planning, Financial Planning, cash flow modeling, and risk management (Insurance planning).
• Experience in Corporate Transactional work (reading company documents) preferred.
• CFP is preferred.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

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.

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

Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

JD

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary : $80,000.00 $239,200.00 Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and / or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09 / 08 / 2025, 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; 8 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 Your PNC Total Rewards.