Wealth Strategist Sr - Pnc Private Bank

PNC Bank

Indianapolis, IN, US
Tax and estate planning
Client relationship management
Financial analysis and recommendations
As a Sr Wealth Strategist, you will develop and implement complex financial plans for clients. PNC fosters a supportive culture where employees can thrive and achieve balance. The company offers a comprehensive range of benefits to meet employee needs now and in the future

Job Summary

  • As a Sr Wealth Strategist, you will develop and implement complex financial plans for clients. PNC fosters a supportive culture where employees can thrive and achieve balance. The company offers a comprehensive range of benefits to meet employee needs now and in the future.

Matching Summary

As a Sr Wealth Strategist, you will develop and implement complex financial plans for clients. PNC fosters a supportive culture where employees can thrive and achieve balance. The company offers a comprehensive range of benefits to meet employee needs now and in the future.

Skills & Requirements

Must-have

  • Tax and estate planning
  • Client relationship management
  • Financial analysis and recommendations

Nice-to-have

  • Networking and prospecting skills
  • Inclusive workplace culture
  • Customer-focused approach

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter