As an Ultra-High Net Worth Senior Wealth Strategist, you are a member of PNC's Hawthorn organization, an UHNW multi-family office ranked among the top ten family offices in the United States.  As part of one of the most respected planning groups in the wealth management industry, you will work with an exceptionally bright and credentialed group of planners and with other advisors in a team-oriented environment, have access to state-of-the-art software and planning tools, and extensive research capabilities.

You will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships.  Ultimate goals are to assist in the acquisition of new clients; retain, expand and deepen existing relationships, and develop talent in yourself and other service partners.  Outstanding communication skills are a must, as this position involves meeting with clients and prospects on an almost daily basis.  You will also be expected to use your networking skills to identify and attract ultra high net worth clients, and develop focused strategies to create and expand relatiionships with centers of influence.  You will be expected to stay current in planning developments, publish in professional journals, and maintain all continuing education for licenses and certifications relevant to the position. 

The successful candidate will hafve the following qualifications:

CPA, JD or CFP (or significant financial or estate planning experience

10+ years as a CPA, Trust advisor or financial planner working with ultra high net worth clients in a multi family office environment

Experience working with multi-generational planning

Demonstrated level of technical expertise on estate, tax and wealth planning issues

Effective presenation, listening, writing, and communication skills

Prior experience in administration or operations of a multi-family office preferred