Wealth Strategist Sr - PNC Private Bank

Wealth Strategist Sr - PNC Private Bank Location: Indianapolis, IN Job ID: R202919 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Job Profile As a Sr Wealth Strategist within the PNC Private Bank organization, you will be based in Indianapolis, IN. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Responsibilities Develop, consult on and implement tax, estate and financial plans for clients, including those of the greatest complexity; collaborate with other planning resources and partner in acquisition of new clients; retain, expand and deepen existing relationships. Conduct and review research as appropriate, develop tax, estate, and financial analyses and plans, make recommendations to team and clients, and may provide direction to wealth strategists and associates. Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence, and by providing advice and implementation. Identify solutions and PNC services as sales opportunities to enhance existing client relationships. Develop new client relationships through networking, prospecting and referrals. Employee Expectations Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk – Assess and effectively manage all risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework. Qualifications Skills and Competencies – Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition, Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling. Work Experience – Roles at this level typically require a university/college degree. Higher level education such as a Master’s degree, PhD, or certifications is desirable. Industry‑relevant experience is typically 8+ years. Specific certifications are often required. A comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered in lieu of a degree. Education – JD. Certifications – None required. Licenses – None required. Benefits PNC offers a comprehensive range of benefits to meet your needs. Depending on your eligibility, options for full‑time employees include 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 and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. Paid time off may include maternity/parental leave; up to 11 paid holidays each year; 8 occasional absence days each year; and 15–25 vacation days each year, depending on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Include “accommodation request” in the subject line and provide your name, the job ID, and preferred contact method. Applicants may also call View phone number on click.appcast.io and say “Workday” for assistance. All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations. PNC fosters an inclusive and accessible workplace and provides reasonable accommodations to qualified individuals with disability. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or FINRA, which prohibit hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC