- Develops tax estate financial plans
Wealth Strategist Sr. - Washington - PNC Financial Services Group
Description
Wealth Strategist Sr.
At PNC Private Bank, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together each day to foster an inclusive workplace culture where all employees feel respected and valued.
Job Profile
PNC Employees take pride in their reputation; they expect their employees to be Customer Focused Managing Risk They will assist clients with their financial goals including developing tax estate financial planning strategies which will retain assets under management while identifying solutions as sales opportunities enhancement existing client relationships Developers provide advice implementation partner acquire new business leading successful teams lead other specialists extensive knowledge wealth various industries fields operating within a fast-paced environment delivering quality results combined talent guidance encouragement experience integrating strategizing operation apply necessary