Wealth Strategist I

PNC

. Develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from team members or management .

Posted 11/11/2026full-timeCleveland • Ohio • United StatesJuniorMid-Level💰 $63,750 - $106,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax, estate, and financial planning, with a strong focus on client relationship management and effective communication. Capable of conducting detailed financial analyses and developing customized solutions to enhance client satisfaction and retention.

Highest-signal resume keywords

Client Relationship ManagementTax PlanningFinancial AnalysisNetworkingDecision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment KnowledgeCapital ManagementRisk ManagementRevenue Recognition

Soft Skills

Effective CommunicationAttention to DetailProblem SolvingCritical ThinkingAbility to Manage Multiple Priorities

Industry Keywords

Client ProspectingValue SellingFinancial OperationsCompetitive AdvantagesEnterprise Risk Management Framework

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial planning matters for clients under guidance from team members or management
Assist in acquiring new clients
Retain, expand, and deepen existing client relationships
Conduct research and develop tax, estate, and financial analyses and plans
Make generally accepted recommendations to the team and, where appropriate, to clients
Retain and grow assets under management by meeting directly with clients and Centers of Influence
Provide advice and implementation under guidance from senior team members
Identify solutions and PNC services as sales opportunities to enhance existing client relationships
Develop new client relationships through networking, prospecting, and referrals
Apply customer-focused practices and create customized customer solutions
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, with a Bachelor's degree listed under Education
2+ years of relevant professional experience
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
Accuracy and attention to detail
Client relationship management
Decision making and critical thinking
Effective communications
Investments knowledge
Ability to manage multiple priorities
Networking
Problem solving
Knowledge of products and services
Value selling
No required certifications or licenses
No required or preferred language assessments
Must not require employment visa sponsorship; PNC will not provide sponsorship or participate in STEM OPT

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
Years-of-service-based paid time off