Wealth Strategist Senior - Pnc Private Bank

PNC Bank

Tampa, FL, US
Tax and estate planning
Client relationship management
Financial analysis and recommendations
As a Sr. Wealth Strategist, you will be responsible for developing and implementing complex financial plans for clients

Job Summary

  • As a Sr. Wealth Strategist, you will be responsible for developing and implementing complex financial plans for clients.
  • The role requires collaboration with other planning resources and the acquisition of new clients.
  • PNC offers a comprehensive range of benefits to support employee needs and well-being.

Matching Summary

As a Sr. Wealth Strategist, you will be responsible for developing and implementing complex financial plans for clients.

Skills & Requirements

Must-have

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

Nice-to-have

  • JD or CPA credentials preferred
  • Inclusive workplace culture
  • Networking and prospecting skills

Key Requirements

  • 8+ years of industry experience
  • University/college degree required
  • Specific certifications may be required

Work Rights

Not specified

Tailored Resume

Cover Letter