Wealth Strategist II PNC Wealth Management (Financial Planning)

Location: Pittsburgh, Pennsylvania, United States; in-office position

Base salary: $75,000–$125,000 per year

Company

hirify.global provides banking and wealth management services with a focus on customer solutions and risk management.

What you will do

• Develop, consult on, and implement tax, estate, and financial plans for clients.
• Research and prepare tax, estate, and financial analyses and recommendations.
• Collaborate with senior planning resources on complex matters and provide direction to associates when needed.
• Retain and grow assets under management through client advice and implementation.
• Build and expand client relationships through networking, prospecting, referrals, and Centers of Influence.
• Identify hirify.global products and services as opportunities to deepen existing relationships.

Requirements

• University or college degree, or a comparable combination of education, certification, and experience.
• 3+ years of relevant or direct industry experience.
• JD education is listed for the position.
• Knowledge of investments, financial operations, capital management, and wealth management planning.
• Strong client relationship management, communication, networking, decision-making, and problem-solving skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office workplace with an inclusive and supportive culture.
• Medical, prescription drug, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on eligibility and career level.