Elevate your wealth management career as a Senior Wealth Strategist with PNC in Phoenix, AZ or Denver, CO. This in-office role focuses on developing intricate financial plans to meet client needs.As a Senior Wealth Strategist within PNC's Private Bank, you will specialize in tax, estate, and financial planning. Collaborating with other experts, you will cultivate current client relationships while enhancing existing ones. Your expertise will drive the retention and growth of assets under management by identifying customized solutions.Key Responsibilities:Develop and implement comprehensive tax and financial plansConduct research and analysis for informed recommendationsRetain and grow asset base through client interactionsIdentify solutions to enhance client relationshipsBuild new client connections through networking and referralsRequirements:8+ years of industry experience preferredJD degree required for this senior roleStrong client relationship building and decision-making skillsAbility to manage risk effectively in financial operationsExcellent communication and analytical skillsBring your expertise and passion for financial planning to PNC's Private Bank team as a Senior Wealth Strategist.#J-18808-Ljbffr

📌 Senior Wealth Strategist At Pnc (Hastings County)
🏢 PNC
📍 Hastings County