Private Wealth Fiduciary Advisor

PNC; Wilmington (DE); On-site; USD 57,750 - 96,250; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with company match

Educational assistance

Generous vacation days

Job summary

PNC is seeking a Fiduciary Advisor based in Wilmington, DE, to support fiduciary decision-making and ensure compliance with legal regulations. The role involves managing assigned accounts and delivering a high level of client experience.

Ideal candidates will possess a Bachelor's degree and 2+ years of relevant experience. Responsibilities include customizing communications, managing risks, and growing assets under management.

PNC provides a range of benefits, including medical coverage, retirement plans, and generous paid time off.

Qualifications

• 2+ years of relevant professional experience or equivalent education and certification.
• Knowledge of fiduciary responsibilities and risk management.
• Ability to communicate effectively with clients and stakeholders.

Responsibilities

• Support fiduciary decision-making by executing terms of plans and documents.
• Deliver fiduciary platform services to grow business and client satisfaction.
• Manage risks and resolve compliance-related issues for accounts.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

PNC is seeking a Fiduciary Advisor based in Wilmington, DE, to support fiduciary decision-making and ensure compliance with legal regulations. The role involves managing assigned accounts and delivering a high level of client experience.

Ideal candidates will possess a Bachelor's degree and 2+ years of relevant experience. Responsibilities include customizing communications, managing risks, and growing assets under management.

PNC provides a range of benefits, including medical coverage, retirement plans, and generous paid time off.