Senior Wealth Strategist

PNC

Senior Wealth Strategist developing complex tax, estate, and financial plans for PNC Private Bank clients. Growing assets under management and deepening client relationships through advice and referrals.

Posted 9/3/2026full-timeLancaster • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing tax, estate, and financial plans for complex clients, while effectively managing client relationships and expanding business opportunities. Strong capabilities in decision making, risk management, and financial operations are essential.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementFinancial AnalysisRisk ManagementNetworking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial OperationsInvestment BankingCapital ManagementRevenue RecognitionDecision MakingProblem SolvingValue SellingClient ProspectingFinancial PlanningEstate Planning

Soft Skills

Effective CommunicationCritical ThinkingBusiness Acumen

Certifications & Qualifications

JD Education

Industry Keywords

Client Relationship BuildingWealth ManagementEnterprise Risk ManagementProducts and ServicesCompetitive Advantages

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial plans for clients, including highly complex clients
Collaborate with planning resources on complex subject matters
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 potentially to clients
Provide direction to wealth strategists and associates
Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence and providing implementation support
Identify PNC solutions and services as sales opportunities to enhance existing client relationships
Develop new client relationships through networking, prospecting, and referrals
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University / college degree typically required for roles at this level
JD education listed
Typically 8+ years of industry-relevant experience
Specific certifications are often required, although no required certifications are listed for this position
No required licenses listed
Appropriate knowledge, skills, and abilities for the role
Capital management
Client prospecting
Client relationship building
Competitive advantages
Decision making
Financial operations
Investment banking
Revenue recognition
Business acumen
Client relationship management
Decision making and critical thinking
Effective communications
Investments
Networking
Problem solving
Products and services
Value selling
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

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
15 to 25 vacation days each year, depending on career level
Additional time off based on years of service