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 recent 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 plans
Conduct research and analysis for informed recommendations
Retain and grow asset base through client interactions




Identify solutions to enhance client relationships
Build current client connections through networking and referrals

Requirements:
8+ years of industry experience preferred
JD degree required for this senior role
Robust client relationship building and decision-making skills
Ability to manage risk effectively in financial operations
Excellent communication and analytical skills

Bring your expertise and passion for financial planning to PNC's Private Bank team as a Senior Wealth Strategist.

📌 Senior Wealth Strategist At Pnc Quinte West
🏢 PNC
📍 Quinte West