Job Details

Tax - General Attorney / Trusts and Estates Attorney in Erie, PA

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Company name

The PNC Financial Services Group

Organization Type


Job Type


Practice Area

Tax - General
Trusts and Estates

Years of Experience

Min 8 yrs required


Erie, PA

Date Last Verified

Aug 03,2017

Posted on

Aug 02,2017

20 hits


Senior Wealth Strategist Duties: Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as cross-selling opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.

Qualification and Experience

Qualifications: JD Degree , CFP or CPA preferred. A university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Additional info

Ref: 257414BR

Company info

Hiring Coordinator
The PNC Financial Services Group
901 State Street
Erie, PA 16501