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PNC Financial Services Group1 day ago

Fiduciary Advisor I - PNC Private Bank

On-site · Philadelphia, Pennsylvania, United States or Pittsburgh, Pennsylvania, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Fiduciary Advisor I within PNC Private Bank based in Philadelphia, PA or Pittsburgh, PA. Supports fiduciary decision-making by executing terms of plans where PNC serves as trustee, guardian or agent; administers fiduciary accounts; ensures compliance with fiduciary regulations, policies and procedures; grows the fiduciary book of business. Delivers the full fiduciary platform, communicates with clients, solves problems, escalates issues, and customizes customer communications to provide fiduciary advice. Prepares analyses and recommendations for senior management or committee review; maintains and grows assets under management by meeting with clients on and off bank premises as needed. The role emphasizes risk management, regulatory compliance, and client service within an in-office environment; sponsorship for employment visas or STEM OPT is not provided. Qualifications include a bachelor's degree and 2+ years of relevant experience; the position involves collaboration with clients, beneficiaries and gatekeepers, and may include benefits and compensation consistent with full-time employment.

Required Qualifications

  • Bachelor's degree or equivalent
  • 2+ years of relevant professional experience
  • Licenses/Certifications not required
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PNC Financial Services Group

Fiduciary Advisor I - PNC Private Bank

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