As an Ultra-High Net Worth Senior Wealth Strategist, you are a member of PNC’s Hawthorn organization. Hawthorn is an UHNW multi-family office ranked among the top ten family offices in the US by the Family Wealth Alliance. 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 Wealth Strategists and with other advisors in a team-oriented environment, have access to state-of-the-art software and planning tools, and extensive research capabilities.

As a Senior Wealth Strategist, you will serve as the primary steward of UHNW clients wealth management plan, focusing on the strategic big picture and precise execution with your Hawthorn service partners utilizing a consultative approach. You will serve as a technical, marketing and developmental expert and resource on matters of financial, charitable, tax and estate planning, both for prospects and client relationships. An understanding of themes such as legacy, family education, next gen, strategic philanthropy and complex assets is important. Ultimate goals are to retain, expand, and deepen existing relationships and assist in acquisition of new clients; 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 be expected to stay current in planning developments, , and maintain all continuing education for licenses and certifications relevant to the position.

The successful candidate will have the following qualifications :

· CPA, JD or CFP (or significant financial or estate planning experience);

 

· 10+ years as an attorney, CPA, 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 presentation, listening, writing and communication skills.