Senior Wealth Strategist

PNC

. Develop, consult on, and implement tax, estate, and financial plans for clients, including clients with the greatest complexity .

Posted 11/10/2026full-timeBlue Bell • Pennsylvania • United StatesSenior💰 $13,300 - $296,400 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 for complex clients while effectively managing client relationships and identifying sales opportunities. Strong capabilities in risk assessment, decision making, and effective communication are essential.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementFinancial AnalysisRisk ManagementNetworking

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 PlanningInvestment BankingCapital ManagementRevenue Recognition

Soft Skills

Effective CommunicationCritical ThinkingProblem SolvingDecision MakingBusiness Acumen

Industry Keywords

Client ProspectingWealth ManagementSales OpportunitiesEnterprise Risk ManagementValue Selling

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial plans for clients, including clients with the greatest complexity
Collaborate with planning resources on highly complex subject matters
Partner in acquiring new clients
Retain, expand, and deepen existing client relationships
Conduct and review research and 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
Identify solutions and PNC 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 under PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University / college degree typically required for roles at this level
JD
Industry relevant experience typically 8+ years
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
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
Competency 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
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
Between 15 to 25 vacation days each year, depending on career level
Additional time off based on years of service