Job Description
**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. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in our Washington D.C. office.
The ideal candidate will meet the following qualifications:
- Heightened expertise in issues for business owners.
- Use of E-money, Edge/Salesforce
- Banking experience
- Must have strong Estate Planning, Financial Planning, cash flow modeling, and risk management (Insurance planning)
- Experience in Corporate Transactional work (reading company documents) preferred
- CFP is preferred.
PNC is an in-office company that fosters a supportive culture wher...
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. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in our Washington D.C. office.
The ideal candidate will meet the following qualifications:
- Heightened expertise in issues for business owners.
- Use of E-money, Edge/Salesforce
- Banking experience
- Must have strong Estate Planning, Financial Planning, cash flow modeling, and risk management (Insurance planning)
- Experience in Corporate Transactional work (reading company documents) preferred
- CFP is preferred.
PNC is an in-office company that fosters a supportive culture wher...