Wealth Strategist III

PNC

Wealth strategist developing complex tax, estate, and financial plans for PNC Private Bank clients. Growing relationships, assets under management, and new business through advice and prospecting.

Posted 9/10/2026full-timeCleveland • Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $91,000 - $185,900 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 capital management, investment banking, and financial operations to drive growth and ensure compliance with risk management frameworks.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementFinancial AnalysisInvestment BankingDecision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningFinancial AnalysisCapital ManagementInvestment BankingRevenue Recognition

Soft Skills

Effective CommunicationProblem SolvingNetworkingClient Relationship BuildingCritical Thinking

Certifications & Qualifications

JD Education

Industry Keywords

Client ProspectingWealth ManagementFinancial OperationsValue SellingEnterprise Risk Management

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial plans for clients, including 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 through advice and implementation
Work with clients, prospective clients, and Centers of Influence
Identify PNC solutions and services as sales opportunities
Develop new client relationships through networking, prospecting, and referrals
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, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
JD education listed
5+ years of industry-relevant experience typically required
Knowledge, skills, and abilities appropriate for the role
Capital management
Client prospecting
Client relationship building
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
Must not require employment visa sponsorship or STEM OPT participation

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
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level