Senior Fiduciary Advisor, Private Bank

Fairygodboss; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental / Vision coverage

401(k) with match

Pension and stock purchase plans

Educational assistance

Wellness program

Job summary

PNC seeks a Fiduciary Advisor Senior within its Private Bank to cover the Pittsburgh market, based in Pittsburgh, PA. This in-office role delivers fiduciary services, manages complex accounts, and guides clients through trust structures to optimize wealth strategy.

Ideal candidates have fiduciary experience with trusts; a legal background is beneficial though not required. 8+ years of experience, a Bachelor's degree, and CTFA/CFP are advantageous.

Qualifications

• Fiduciary experience with revocable and irrevocable trusts.
• Legal background would be beneficial (JD not required).
• CTFA or CFP designation would be beneficial.
• Bachelor's degree required; 8+ years of experience preferred.

Responsibilities

• Engages in fiduciary decision-making and administers complex fiduciary accounts.
• Delivers the fiduciary platform to grow business and ensure high client experience.
• Manages risk and resolves legal/compliance-related issues for accounts.
• Maintains and grows assets by meeting with clients and beneficiaries.

Skills

Fiduciary experience with trusts

Decision making

Finance strategy

Investment management

Legal practices

Risk assessments

Client relationship management

Communication skills

Education

Bachelor's

Tools

None specified

Job description

PNC seeks a Fiduciary Advisor Senior within its Private Bank to cover the Pittsburgh market, based in Pittsburgh, PA. This in-office role delivers fiduciary services, manages complex accounts, and guides clients through trust structures to optimize wealth strategy.

Ideal candidates have fiduciary experience with trusts; a legal background is beneficial though not required. 8+ years of experience, a Bachelor's degree, and CTFA/CFP are advantageous.