Senior Fiduciary Advisor, Private Wealth

PNC; Ohio; On-site; USD 112,000 - 229,000; Full time

Benefits offered by this job

401(k) match

Pension plan

Stock purchase program

Paid holidays

Parental leave

Job summary

PNC Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory compliance. The role requires strong risk management and client communication.

Based in Cleveland, Cincinnati, or Philadelphia, the advisor will grow assets under management while delivering fiduciary advice, planning concepts, and tailored client solutions within an in-office environment.

Qualifications

• University/college degree required with 5+ years of industry-relevant experience.
• Specific certifications are often required; in lieu of a degree a comparable combination may be considered.
• Strong knowledge of fiduciary duties, compliance, and regulatory frameworks.

Responsibilities

• Engages in fiduciary decision-making and executes terms of plans where PNC is trustee, guardian or agent.
• Administers complex fiduciary accounts and ensures compliance with policies, procedures and state law.
• Communicates with clients, solves problems, and escalates issues as needed.
• Maintains and grows assets under management by working with clients and beneficiaries.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory compliance. The role requires strong risk management and client communication.

Based in Cleveland, Cincinnati, or Philadelphia, the advisor will grow assets under management while delivering fiduciary advice, planning concepts, and tailored client solutions within an in-office environment.