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Senior Wealth Strategist — Private Bank
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-03-05
Listing for:
PNC
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services company is seeking a Sr. Wealth Strategist to manage client relationships and develop financial plans in Birmingham, AL. The role involves extensive collaboration to build strong client rapport and offers opportunities to consult on complex estates. Candidates should have a JD or CPA and significant industry experience. This is an in-office position where employees are supported in achieving work-life balance.
Comprehensive benefits and a promising workplace culture await the successful candidate.
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Position Requirements
10+ Years
work experience
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