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Wealth Strategist II PNC Wealth Management

PNC · Chicago, IL · $75,000–$125,000 a year · Full time

Posted Sep 3, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you worked with a more senior planner on a complex case. What did you contribute?

What they are checking: Whether they collaborate well at this level and know when to bring in expertise.

How do you stay current on tax law changes that affect your clients' plans?

What they are checking: Whether they have regular habits for keeping knowledge current in a changing field.

How do you help a relationship team win a new client during a prospect meeting?

What they are checking: Whether they can show value early and support new client acquisition as the role requires.

What's your path toward credentials like the CFP or CPA, and why does it matter for this work?

What they are checking: Whether they are investing in the technical credibility that wealth strategy roles rely on.

What would you do

A client wants to give each child equal amounts, but one child runs the family business. How would you approach that?

What they are checking: Whether they handle family dynamics and fairness, not just the technical structure.

You notice a client's estate plan was drafted years ago and no longer fits their situation. What do you do?

What they are checking: Whether they raise it proactively and coordinate with the client's attorney appropriately.

About the work

Walk me through the main tax and estate planning issues for a client who just sold a business for $15 million.

What they are checking: Whether they can spot income tax, estate exposure, liquidity and gifting questions in a common planning scenario.

When would you recommend a revocable trust versus an irrevocable trust?

What they are checking: Whether they understand control, tax and creditor tradeoffs between trust types.

How do you explain a grantor retained annuity trust to a client in plain terms?

What they are checking: Whether they can make advanced techniques understandable to the people who must decide on them.

What financial planning software have you used, and how do you check that its outputs make sense?

What they are checking: Whether they question tool results instead of presenting them without review.

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The full job description

As published by PNC.

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist II within PNC's Wealth Management Financial Planning organization, you can be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of complexity and specific subject matters. 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 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 sales opportunities to enhance existing client relationships. • Develops new client relationships through networking, prospecting and referrals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education JD Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments Pay Transparency Base Salary: $75,000.00 – $125,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 09/03/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short 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; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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