Wealth Strategy Associate: Client Growth & Planning
Posted yesterday
pncPhoenix (AZ)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Mid
SALARY
$63,750 to $127,500
About the role
PNC, located in Phoenix, AZ, is hiring a Wealth Strategist to develop and implement tax and financial planning strategies for clients. Ideal candidates should have a Bachelor's degree and 2+ years of experience, focusing on client relationship management and risk assessment.
The position offers a competitive salary ranging from $63,750 to $127,500, as well as a comprehensive benefits package including medical, dental, and retirement options.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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