Senior Fiduciary Advisor, Private Wealth Trust

PNC Financial Services Group, Inc.; Canton (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

Life insurance

Disability protection

401(k) with company match

Pension and stock purchase plans

Educational assistance

Paid time off & holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Fiduciary Advisor Senior within the Private Bank organization.

The role will be based in Cleveland, Canton, or Akron, OH, and involves managing complex fiduciary accounts, ensuring compliance, and delivering the full fiduciary platform to grow the business and provide exceptional client service. Qualified candidates typically have 8+ years of relevant experience, a Bachelor's degree, and may hold licenses or certifications in fiduciary practices.

Qualifications

• Bachelor degree required; higher education such as a Masters/Certifications desirable.
• Experience in fiduciary services and financial planning preferred.
• Licenses or certifications in fiduciary or financial services may be required.

Responsibilities

• Engage in fiduciary decision-making, administer complex fiduciary accounts and high‑profile relationships.
• Deliver full fiduciary platform to grow business and ensure client experience.
• Manage risk and resolve legal/compliance issues for assigned accounts.
• Meet with clients and beneficiaries; communicate plans and recommendations.
• Lead analysis and provide fiduciary leadership to senior management or committees.

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. is seeking a Fiduciary Advisor Senior within the Private Bank organization.

The role will be based in Cleveland, Canton, or Akron, OH, and involves managing complex fiduciary accounts, ensuring compliance, and delivering the full fiduciary platform to grow the business and provide exceptional client service. Qualified candidates typically have 8+ years of relevant experience, a Bachelor's degree, and may hold licenses or certifications in fiduciary practices.