Senior Strategist (Temporary)

Position Overview As a Wealth Strategist Sr within PNC's Private Bank organization, you will be based in Phoenix, AZ or Denver, CO. You will develop, consult on, and implement tax, estate, and financial plans for clients, often of significant complexity, and collaborate with other planning resources to expand the firm’s client base.
Job Responsibilities Develop, consult on, and implement tax, estate, and financial plans for complex clients.
Collaborate with planning resources on specific subject matters of great complexity.
Partner in the acquisition of new clients and expand existing relationships.
Conduct research and develop tax, estate, and financial analyses and plans.
Make generally accepted recommendations to team and clients.
Provide direction to wealth strategists and associates as needed.
Grow assets under management by advising clients, prospective clients, and Centers of Influence.
Identify solutions and PNC services as sales opportunities to enhance client relationships.
Develop new client relationships through networking, prospecting, and referrals.
Qualifications Capital Management
Client Prospecting & Relationship Building
Competitive Advantages
Decision Making & Critical Thinking
Financial Operations & Investments
Revenue Recognition Competencies
Business Acumen
Effective Communications
Networking & Problem Solving
Products and Services Knowledge
Value Selling
Required Experience & Education Roles at this level typically require a university/college degree. Additional education such as a Master’s degree, PhD, or relevant certifications is desirable. Industry‑relevant experience of 8+ years is expected. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.
Pay and Benefits Base Salary: $80,000.00 - $240,350.00. Salaries may vary based on location, market data, and individual skills, experience, and education. The role is incentive eligible based on company, business, and/or individual performance.
Benefits include:
Medical, prescription drug, dental, and vision coverage with a Health Savings Account feature.
Life insurance for employee and spouse/child.
Short‑ and long‑term disability protection.
401(k) with PNC match, pension, and stock purchase plans.
Dependent care reimbursement account and backup child/elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance for select programs fully paid.
Robust wellness program with financial incentives.
Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15‑25 vacation days per year depending on career level, and additional years‑of‑service leave.
Equal Employment Opportunity 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 applicable regulations prohibiting the hiring of individuals with certain criminal histories.

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