Senior Fiduciary Advisor, Private Wealth

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Benefits

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Fiduciary Advisor within its Private Bank in Pittsburgh, PA. The role covers the Pittsburgh market and involves fiduciary decision-making, trust administration, and client relationship management.

The position emphasizes growth of assets under management, compliance with fiduciary regulations, and collaboration with clients and team members. Possession of CTFA/CFP designations is a plus; JD is not required.

Qualifications

• Fiduciary experience with trusts (revocable and irrevocable).
• Legal background is beneficial but not required (JD not required).
• CTFA or CFP designations are advantageous.

Responsibilities

• Engages in fiduciary decision-making by executing terms of plans or documents where PNC serves as trustee, guardian or agent.
• Administers complex fiduciary accounts and sensitive client relationships while ensuring compliance with relevant regulations, policies and procedures.
• Delivers fiduciary services to grow the business and provide high-level client experience, including communication with clients and escalation of issues.
• Maintains and grows assets under management by collaborating with clients, beneficiaries and gatekeepers.

Skills

Fiduciary experience

Legal background beneficial

CTFA designation

CFP designation

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Senior Fiduciary Advisor within its Private Bank in Pittsburgh, PA. The role covers the Pittsburgh market and involves fiduciary decision-making, trust administration, and client relationship management.

The position emphasizes growth of assets under management, compliance with fiduciary regulations, and collaboration with clients and team members. Possession of CTFA/CFP designations is a plus; JD is not required.