Wealth Strategist Sr. - Pnc Private Bank

PNC Bank

Washington, D.C., USA
Base: $80,000.00 – $262,200.00; bonus/equity: not ...
Estate planning expertise
Financial planning experience
Cash flow modeling skills
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 Senior Wealth Strategist, you will develop and implement complex tax, estate, and 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 – $262,200.00; Bonus/Equity: Not specified; Benefits: Comprehensive range of benefits

Skills & Requirements

Must-have

  • Estate Planning expertise
  • Financial Planning experience
  • Cash flow modeling skills

Nice-to-have

  • Corporate Transactional work experience
  • Strong client relationship building
  • Inclusive workplace culture

Key Requirements

  • 8+ years of industry experience
  • CFP certification preferred
  • JD degree preferred

Work Rights

Not specified

Tailored Resume

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