Wealth Strategist Sr. - PNC Private Bank

Location: Onsite in Pittsburgh, Pennsylvania (15222)

Company

hirify.global's Private Bank organization provides wealth management and private banking services to clients.

What you will do

• Develop, consult 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, expand, and deepen client relationships while growing assets under management.
• Identify hirify.global services as opportunities to enhance existing relationships.
• Develop new client relationships through networking, prospecting, and referrals.

Requirements

• University or college degree, or a comparable combination of education, certifications, and experience.
• JD education is listed for the position.
• Typically 8+ years of relevant industry experience.
• Knowledge of wealth planning, investments, financial operations, client relationship management, and risk management.
• Strong communication, networking, decision-making, critical-thinking, and problem-solving skills.
• hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) with company match, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.