Fiduciary Advisor Sr

PNC Financial Services Group, Inc.; Florida; On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability protection

401(k) with match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. is seeking a Sr Fiduciary Advisor for its Private Bank in Palm Beach, FL. The role focuses on fiduciary decision‑making, managing complex accounts and sensitive relationships while aligning with regulatory policies.

The ideal candidate has extensive experience in fiduciary services, a strong client‑facing background, and knowledge of planning concepts. In‑office work supports collaboration and delivery excellence.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for a fiduciary role.
• Experience with complex fiduciary accounts and high‑profile relationships is expected.
• Industry certifications or licenses are often required or advantageous.

Responsibilities

• Engages in fiduciary decision‑making and executes terms of plans where PNC is trustee, guardian or agent.
• Administers complex fiduciary accounts with compliance to laws and policies.
• Builds client relationships and communicates fiduciary concepts and planning options.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

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 Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Palm Beach, FL. 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

Engages in fiduciary decision‑making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high‑profile relationships. Ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses an in‑depth understanding of how types of trusts operate individually and together to or for the benefit of clients in family relationships. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Handles risk management and the resolution of legal and compliance‑related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises as needed. Customizes customer communications or presentations to provide fiduciary advice. Introduces planning concepts to meet client needs for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject‑matter resource for the fiduciary team and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership.

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

• Decision Making
• Finance Strategy
• Investment Management
• Legal Practices
• Real Estate Settlements
• Revenue Recognition
• Risk Assessments

Competencies

• Account Management
• Accuracy and Attention to Detail
• Effective Communications
• Fiduciary Responsibilities
• Problem Solving
• Regulatory Environment - Financial Services
• Value Selling

Work Experience

Roles at this level typically require 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, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors Certifications No Required Certification(s) Licenses No Required License(s)

Benefits

• 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

• 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

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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 f…