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Senior Wealth Strategist Estate & Tax Planning
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-01-26
Listing for:
PNC
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Wealth Strategist to develop and implement complex financial plans for clients in the greater Washington D.C. market. The role requires a JD and extensive experience in the financial industry. Responsibilities include retaining and growing assets under management, providing tailored advice, and identifying service opportunities.
This role offers a competitive salary ranging from $80,000 to $262,200 depending on experience and location, along with comprehensive benefits.
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Position Requirements
10+ Years
work experience
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