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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

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.