Teller - Spring Cypress

Wealth Strategist I - PNC Wealth Management

$64KFull-time · Phoenix - East Camelback Exec Suite (AZ014)
✓ Verified live on the employer's own system · added 36 days ago
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Junior · 2+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 2+ years

Skills & tools

Financial Analysis
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Full job description

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 Wealth Strategist within PNC Wealth Management, you will be based in Pittsburgh, PA.

- Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships. - Conducts research, as appropriate, and develops tax, estate and financial analyses and plans.

Makes generally accepted recommendations to team and may make recommendations to clients. - Retains and grows assets under management by working directly and meeting with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members. - Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. - Develops new client relationships through networking, prospecting and referrals.

Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition

Competencies Accuracy and Attention to Detail, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Managing Multiple Priorities, Networking, Problem Solving, Products and Services, Value Selling

Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Generally, this opening is expected to be posted for two business days from 06/17/2026, although it may be longer with business discretion.

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