Wealth Strategist I - Financial Planner - PNC Wealth Management (Financial Planning)

Location: In-office in Pittsburgh, Pennsylvania, United States

Base salary: $63,750–$106,250 per year

Company

hirify.global provides wealth management and financial services for individual and institutional clients.

What you will do

• Develop, analyze, and implement tax, estate, and comprehensive financial plans.
• Partner with hirify.global Wealth Management Financial Advisors to prepare and deliver client recommendations.
• Research client situations and develop financial analyses and planning strategies.
• Participate in client meetings and provide advice and implementation under senior team guidance.
• Retain and grow assets under management by building client and Center of Influence relationships.
• Identify sales opportunities and develop new client relationships through networking, prospecting, and referrals.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 2+ years of relevant professional experience in financial planning, paraplanning, financial advising, or advisor support.
• Knowledge of investments, financial operations, client relationship management, networking, and problem solving.
• Strong accuracy, attention to detail, communication, decision-making, and prioritization skills.
• CFP certification or progress toward certification is strongly preferred.
• Experience with financial planning software such as eMoney or MoneyGuidePro is strongly preferred.

Culture & Benefits

• In-office work environment with an emphasis on collaboration, inclusion, and employee development.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
• Paid holidays, parental leave, vacation, occasional absence days, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.