Wealth Strategist I - Financial Planner

PNC Financial Services Group offers an in-office role within Wealth Management that supports a balanced, thriving work environment. As you build and deliver comprehensive financial plans, you will collaborate closely with PNC Wealth Management Financial Advisors while contributing to client satisfaction and risk-aware decision-making guided by PNC’s Enterprise Risk Management Framework.

This Wealth Strategist I – Financial Planner position is based in-office at a PNC location in Pittsburgh, PA 15222. The base salary range is $63,750.00 to $106,250.00, with pay varying by geographic location, market data, and individual skills, experience, and education.

What You’ll Do

• Develop, consult on, and implement tax, estate, and financial planning matters for clients, with guidance from team members or management.
• Assist in acquiring new clients and support efforts to retain, expand, and deepen existing relationships.
• Conduct research as needed to build tax, estate, and financial analyses and plans.
• Make generally accepted recommendations to the team and, when appropriate, provide recommendations to clients.
• Help retain and grow assets under management by working directly with clients and Centers of Influence, supporting advice and implementation under the guidance of senior team members.
• Identify solutions and PNC services that can enhance existing client relationships.
• Develop new client relationships through networking, prospecting, and referrals.
• Join advisors in client meetings to present the plan and recommendations directly to clients.

Skills and Qualifications

• Strong preference for CFP® certification (or progress toward it) and experience with financial planning software such as eMoney or MoneyGuidePro.
• Prior experience as a financial planner, paraplanner, financial advisor, associate advisor, or in a supporting role for an advisor with financial planning.
• Typically requires a university/college degree and 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Additional focus areas listed for roles at this level include: Capital Management, Client Prospecting, Client Relationship Building, Decision Making, Managing Multiple Priorities, Networking, Accuracy and Attention to Detail, Effective Communications, Problem Solving, and Value Selling.

Technology

• eMoney
• MoneyGuidePro

PNC Benefits

• Medical and prescription drug coverage with a Health Savings Account feature
• Dental and vision options
• Employee and spouse/child life insurance
• Short-term and long-term disability protection
• 401(k) with PNC match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year (unless otherwise required by law)
• 15 to 25 vacation days each year, depending on career level, plus years of service

Culture and Expectations

• Customer Focused: Aligning values and practices with customer needs and satisfaction, and using that insight to create customized customer solutions.
• Managing Risk: Assessing and managing risks related to business objectives and activities in alignment with PNC’s Enterprise Risk Management Framework.

Visa sponsorship and STEM OPT: PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Application and Accessibility

Application window: Generally posted for two business days from 09/25/2026, though it may be longer with business discretion.

Disability accommodations: If you need an accommodation to participate in the application process, contact [email protected]. Include “accommodation request” in the subject line and your name, job ID, and preferred method of contact. Applicants may also call 877-968-7762 and say “Workday” for assistance.

Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of protected status. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA), and for registered roles may also be subject to SAFE Act and/or FINRA requirements that prohibit hiring individuals with certain criminal history.

California residents: Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.