Wealth Strategist II

PNC

Wealth Strategist developing tax, estate, and financial plans for PNC Wealth Management clients. Growing assets under management and deepening relationships through advice, implementation, and prospecting.

Posted 9/3/2026full-timePittsburgh • Illinois, Kentucky, New Jersey, Ohio, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing tax, estate, and financial plans while effectively managing client relationships and expanding business opportunities. Proficient in financial operations, investment banking, and client prospecting to drive growth and retention.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementFinancial AnalysisInvestment BankingBusiness Acumen

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningEstate PlanningCapital ManagementRevenue RecognitionDecision Making

Soft Skills

Effective CommunicationCritical ThinkingProblem SolvingNetworkingValue Selling

Industry Keywords

Client ProspectingCustomer-Focused Decision-MakingEnterprise Risk ManagementAssets Under ManagementCenters of Influence

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial plans for clients
Collaborate with senior planning resources on complex matters and specific subject areas
Partner in acquiring new clients
Retain, expand, and deepen existing client relationships
Conduct and review research
Develop tax, estate, and financial analyses and plans
Make generally accepted recommendations to the team and may make recommendations to clients
Provide direction to associates when needed
Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence and supporting implementation
Identify PNC solutions and services as sales opportunities
Develop new client relationships through networking, prospecting, and referrals
Support customer-focused decision-making and manage risks under PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
3+ years of relevant / direct industry experience
Appropriate knowledge, skills, and abilities for the role
Knowledge of capital management, client prospecting, client relationship building, competitive advantages, decision making, financial operations, investment banking, and revenue recognition
Competence in business acumen, client relationship management, decision making and critical thinking, effective communications, investments, networking, problem solving, products and services, and value selling
No required certifications
No required licenses
No required or preferred language assessments
Must not require employment visa sponsorship; PNC will not participate in STEM OPT
Subject to FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history

Benefits

Comp & perks

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
401(k) with PNC match
Pension plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Reasonable accommodations for applicants and qualified individuals with disabilities