Private Bank Fiduciary Advisor — Client Strategy

PNC Financial Services Group, Inc.

Wilmington (DE)

On-site

USD 58,000 - 96,000

Full time

14 days+
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Benefits offered by this job

Health insurance
401(k) with company match
Pension plan
Stock purchase plan

Job summary

PNC Financial Services Group, Inc. in Wilmington, DE seeks a Fiduciary Advisor to support fiduciary decisions, administer accounts, and grow fiduciary assets. Based in-office, you will communicate with clients, prepare analyses, and deliver fiduciary services with risk management in mind.

Ideal candidates have at least 2 years of relevant experience and a Bachelor's degree. This role offers an in-office culture with comprehensive benefits and a base salary range that reflects geographic location.

Qualifications

  • Bachelor's degree required.
  • 2+ years of fiduciary/advisory experience.
  • No visa sponsorship available.

Responsibilities

  • Supports fiduciary decision-making by executing terms as trustee, guardian or agent.
  • Maintains and grows assets under management with clients and beneficiaries.
  • Meets with clients and provides fiduciary advice and recommendations.

Skills

Decision making
Investment management
Legal practices
Real estate settlements
Risk assessments

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. in Wilmington, DE seeks a Fiduciary Advisor to support fiduciary decisions, administer accounts, and grow fiduciary assets. Based in-office, you will communicate with clients, prepare analyses, and deliver fiduciary services with risk management in mind.

Ideal candidates have at least 2 years of relevant experience and a Bachelor's degree. This role offers an in-office culture with comprehensive benefits and a base salary range that reflects geographic location.

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