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April 22, 2025
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Fiduciary Advisor I - Private Bank

United States
Full-time
Remote
$45K/yr - $112K/yr
Entry Level
PNC is a financial service company providing bank deposits products and services to its community. As a Fiduciary Advisor I within PNC's Private Bank organization, you will support senior Fiduciary Advisors and help clients achieve financial success while ensuring compliance with legal and fiduciary regulations.
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Responsibilities

  • Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business.
  • Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
  • Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns
  • Customizes customer communications or presentations to provide fiduciary advice to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.
  • Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence.

Qualification

Required

  • Trust experience
  • Experience with client interaction
  • Excellent communication skills
  • Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Bachelors

Preferred

  • Decision Making
  • Finance Strategy
  • Investment Management
  • Legal Practices
  • Real Estate Settlements
  • Revenue Recognition
  • Risk Assessments

Benefits

  • Medical/prescription drug coverage (with a Health Savings Account feature)
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select programs fully paid
  • A robust wellness program with financial incentives
  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 8 occasional absence days each year, unless otherwise required by law
  • Between 15 to 25 vacation days each year, depending on career level; and years of service
PNC is a financial service company providing bank deposits products and services to its community.
Glassdoor
3.6
Founded in 1845
Pittsburgh, Pennsylvania, USA
10001+ employees
http://www.pnc.com
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