Senior Wealth Advisor – Closely Held Assets

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Medical/prescription coverage with HSA

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Financial Services Group, Inc. seeks a Closely Held Business Advisor III in its Private Bank to manage complex asset decisions and fiduciary reviews for closely-held assets.

The role involves coordinating committee presentations, advising on asset administration, and collaborating with sales and fiduciary teams to support asset acceptance and reporting. The candidate will work in-office and in the field, with a focus on compliant investment guidance and relationship management within wealth

Qualifications

• University/college degree required with 5+ years of industry experience.
• Specific certifications/licensures are often required.

Responsibilities

• Make business decisions regarding new closely-held assets and assess ability to accept assets.
• Coordinate and present asset reviews with committees and fiduciary teams.
• Provide guidance to team members and support asset administration and reporting.

Skills

Consulting

Effective Communications

Fiduciary Responsibilities

Financial Analysis

Investment Management

Problem Solving

Regulatory Environment – Financial

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Closely Held Business Advisor III in its Private Bank to manage complex asset decisions and fiduciary reviews for closely-held assets.

The role involves coordinating committee presentations, advising on asset administration, and collaborating with sales and fiduciary teams to support asset acceptance and reporting. The candidate will work in-office and in the field, with a focus on compliant investment guidance and relationship management within wealth