Senior Fiduciary Advisor, Private Wealth Strategy

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 120,000 - 180,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a Fiduciary Advisor Senior in its Private Bank in Pittsburgh, PA to manage fiduciary accounts and complex client relationships within the Pittsburgh market.

You will execute fiduciary terms, ensure regulatory compliance, and grow assets by delivering tailored planning and advice to clients, beneficiaries, and gatekeepers. This role emphasizes collaboration and leadership in fiduciary services.

Qualifications

• University/college degree required; higher level education desirable.
• 8+ years of industry relevant experience.
• Certifications are often required; in lieu of a degree consider education and experience.

Responsibilities

• Execute fiduciary terms as trustee, guardian, or agent.
• Administer complex fiduciary accounts and high‑profile relationships.
• Ensure compliance with fiduciary regulations, policies and procedures.
• Grow the fiduciary business and client assets through planning advice.
• Communicate with clients, solve problems, and escalate issues when needed.
• Lead analysis and recommendations for senior management or committee review.

Skills

Fiduciary experience

Trusts knowledge

Education

Bachelor's degree

CTFA/CFP beneficial

Job description

PNC Financial Services Group, Inc. seeks a Fiduciary Advisor Senior in its Private Bank in Pittsburgh, PA to manage fiduciary accounts and complex client relationships within the Pittsburgh market.

You will execute fiduciary terms, ensure regulatory compliance, and grow assets by delivering tailored planning and advice to clients, beneficiaries, and gatekeepers. This role emphasizes collaboration and leadership in fiduciary services.