Wealth Strategist Sr. - PNC Private Bank

Location: In-office role based in Pittsburgh, PA; Erie, PA; Youngstown, OH; Cleveland, OH; Chicago, IL; Troy, MI; or Detroit, MI.

Base salary: $133,000.00–$296,400.00 annually, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global is a financial services company whose Private Bank organization provides wealth management and advisory solutions for clients.

What you will do

• Develop, advise on, and implement complex tax, estate, and financial plans for private banking clients.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Collaborate with planning resources and provide direction to wealth strategists and associates.
• Retain and grow assets under management through client advice, implementation, and relationship development.
• Identify hirify.global products and services as opportunities to strengthen client relationships.
• Develop new client relationships through networking, prospecting, referrals, and collaboration with centers of influence.

Requirements

• University or college degree typically required; a comparable combination of education, certifications, and experience may be considered.
• JD degree listed as the required education.
• Typically 8+ years of relevant industry experience.
• Strong client relationship management, networking, communication, decision-making, and problem-solving abilities.
• Knowledge of investments, financial operations, capital management, products and services, and value selling.
• hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with an emphasis on collaboration, inclusion, and employee contribution.
• Medical, prescription, dental, and vision coverage, including a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.