Home
/
Account Management
/
Senior Wealth Strategist - PNC Private Bank
Senior Wealth Strategist - PNC Private Bank-February 2024
Philadelphia
Feb 28, 2026
ABOUT PNC
For more than 160 years, we have been committed to supporting our customers, communities, employees and shareholders. At PNC, we are proud of our longstanding history of building strong communities th
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Senior Wealth Strategist - PNC Private Bank

  Position Overview

  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 the PNC Private Bank organization, you will be based in Philadelphia, PA.

  This position is primarily based in a PNC location. Responsibilitiesrequiretime in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.

  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:

  Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

  Competencies

  Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

  Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

  Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

  Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

  Investments - Knowledge of the investments business and ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.

  Networking - Generates productive relationships with internal and external partners that improve access to resources and expertise.

  Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

  Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

  Value Selling - Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.

  Work Experience

  Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

  Education

  JD

  Additional Job Description

  Benefits

  PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

  Disability Accommodations Statement:

  If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

  At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

  Equal Employment Opportunity (EEO):

  PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

  California Residents

  Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Sr Mgr, Customer Success Mgmt (Portuguese Speaking)
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
Brand Content Senior Manager
Brand Content Senior Manager - Paris Content Hub Senior Manager Coty is one of the world's largest beauty companies with an iconic portfolio of brands across fragrance, color cosmetics, skin care and
Sr. Treasury Analyst
Job Title            Sr Treasury Analyst – Galway Holdings (EPIC Insurance Brokers holding company). Reports To:      Treasurer – Galway Holdings Location:           Remote, any Time Zone About the P
Manager, Customer Success - Quality Programs
Who we are Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT)
Buyer (6PM to 3AM IST)
#WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity, our team changed the game. Since our inception, our market leading cloud-native platform has offered unpara
Client Relationship Manager, Reuters Events
Customer Relationship Manager - Reuters Events This hybrid role will be based out of our London office in Canary Wharf. Are you a natural collaborator? Want to ensure that our customers have the best
Procurement Manager- Finished Goods
Job Description Summary Lead and manage the development of a Finished Goods category spend inclusive of procurement, sourcing, contract, and vendor relationship management. This spend includes FG OEM
PreSales / Solution Architect
About Us Always open. Our code, our culture, our opportunities. Leading open innovation without limits. We are SUSE. SUSE is a global leader in innovative, reliable and secure enterprise open source
Security Analyst
Join our dynamic, global Security team at a leading SaaS company that powers billions of conversations worldwide. We're seeking an Information Security Specialist to serve as a crucial link between o
Westlake Client Banking Services Professional
Salary: USD $48,400 - $48,400 / Year Your Opportunity CLASS START DATE: March 4, 2024 At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem sol
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved