Wealth Strategist II

PNC

. Develop, consult on, and implement tax, estate, and financial plans for clients .

Posted 9/29/2026full-timeUnited StatesMid-LevelSenior💰 $75,000 - $150,000 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 risk assessment and decision-making within the financial services industry.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementFinancial AnalysisRisk ManagementBusiness Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningCapital ManagementInvestment BankingRevenue Recognition

Soft Skills

Effective CommunicationCritical ThinkingProblem SolvingNetworkingValue Selling

Industry Keywords

Client ProspectingDecision MakingFinancial OperationsEnterprise Risk ManagementCenters of Influence

About the role

Key responsibilities & impact

Develop, consult on, and implement tax, estate, and financial plans for clients
Collaborate with more-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 clients
Provide direction to associates when appropriate
Retain and grow assets under management by advising clients, prospective clients, and Centers of Influence
Identify PNC solutions and services as sales opportunities
Develop new client relationships through networking, prospecting, and referrals
Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University / college degree typically required
3+ years of relevant / direct industry experience
Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
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
No required or preferred language assessments
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Position subject to Section 19 of the Federal Deposit Insurance Act and, for any registered role, the 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
15 to 25 vacation days each year, depending on career level
Inclusive and accessible workplace
Reasonable accommodations for applicants and qualified individuals with disabilities