Wealth Strategist Sr

PNC Bank

Cleveland, OH, United States
Base: $80,000.00 – $218,500.00; bonus/equity: not ...
Tax and estate planning expertise
Client relationship management
Investment banking knowledge
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve

Job Summary

  • At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
  • As a Wealth Strategist Sr, you will develop and implement complex financial plans for clients.
  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future.

Matching Summary

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.

Salary

Base: $80,000.00 – $218,500.00; Bonus/Equity: Not specified; Benefits: Comprehensive range of benefits offered

Skills & Requirements

Must-have

  • Tax and estate planning expertise
  • Client relationship management
  • Investment banking knowledge

Nice-to-have

  • Strong networking skills
  • Effective communication abilities
  • Problem-solving mindset

Key Requirements

  • 8+ years of industry experience
  • University/college degree preferred
  • JD or higher education desirable

Work Rights

Not specified

Tailored Resume

Cover Letter