Wealth Strategist I – PNC Wealth Management

Join PNC's Wealth Management division as a Wealth Strategist I in Pittsburgh, Allegheny County. In this full-time position, you'll help high-net-worth clients achieve their financial goals through personalized planning, strategic advice, and comprehensive wealth solutions.

About the Role

As a Wealth Strategist at PNC, you are the relationship foundation for our wealth management practice. You'll work directly with affluent clients to understand their complex financial needs, design tailored wealth strategies, and guide them toward long-term financial success. This is a hands-on role that combines relationship management, analytical expertise, and a genuine commitment to client outcomes.

What You'll Do

• Build and maintain meaningful relationships with high-net-worth clients, serving as their trusted financial advisor
• Conduct comprehensive financial needs assessments and develop personalized wealth strategies aligned with client goals
• Provide investment recommendations and insights on portfolio diversification and risk management
• Prepare financial analysis and proposal documentation to support wealth planning recommendations
• Collaborate with trust, tax, and estate planning professionals to deliver integrated wealth solutions
• Monitor client portfolios and market conditions, proactively communicating updates and strategic adjustments
• Support the growth of the wealth management business through client relationship development
• Maintain compliance with regulatory standards and PNC's policies and procedures

What We're Looking For

• Bachelor's degree in finance, business, economics, or a related field
• Relevant professional licenses such as Series 7 and Series 65 (or willingness to obtain)
• Experience in wealth management, financial advisory, or client-facing financial services roles
• Strong analytical and problem-solving skills with meticulous attention to detail
• Excellent communication and presentation abilities
• Demonstrated ability to build client relationships and manage multiple priorities
• Proficiency with financial planning software and standard business applications

About PNC

PNC Financial Services is a leading provider of banking, investment, and wealth management services across the United States. We're committed to building an inclusive workplace where every employee feels valued and has the opportunity to contribute to our success.

How to Apply

Ready to advance your career in wealth management? Apply now through this job listing to be considered for the Wealth Strategist I position in Pittsburgh, Allegheny County.