PNC Financial Services

Fiduciary Advisor

PNC Financial Services

Pittsburgh, PA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping individuals and businesses achieve their financial goals? Do you have a strong understanding of fiduciary responsibilities and experience in wealth management? If so, PNC Financial Services is seeking a knowledgeable and driven Fiduciary Advisor to join our team.As a Fiduciary Advisor, you will play a crucial role in providing personalized and comprehensive financial advice to our clients. You will be responsible for managing and growing a portfolio of high net worth clients, utilizing your expertise in fiduciary services to ensure their financial well-being and success.To excel in this role, we are seeking candidates with a minimum of 5 years of experience in fiduciary services and a deep understanding of investment management, trust administration, and estate planning. Strong communication and relationship-building skills are essential, as you will be working closely with clients and collaborating with a team of wealth management professionals.If you are a motivated and client-focused individual with a passion for fiduciary services, we encourage you to apply for the Fiduciary Advisor position at PNC Financial Services. Join us in helping our clients achieve their financial dreams.

  1. Provide personalized and comprehensive financial advice to clients in order to help them achieve their financial goals.
  2. Manage and grow a portfolio of high net worth clients, utilizing fiduciary services to ensure their financial well-being and success.
  3. Utilize expertise in fiduciary services to advise clients on investment management, trust administration, and estate planning.
  4. Build and maintain strong relationships with clients, acting as a trusted advisor and addressing their financial needs and concerns.
  5. Collaborate with a team of wealth management professionals to develop and implement strategies for clients' financial success.
  6. Stay updated on industry trends and regulations related to fiduciary responsibilities, and ensure compliance with all relevant laws and regulations.
  7. Conduct thorough analysis of clients' financial situations and provide tailored solutions to meet their specific needs.
  8. Act as a fiduciary for clients, always acting in their best interest and maintaining the highest level of ethical standards.
  9. Communicate effectively with clients, colleagues, and other stakeholders to provide updates, recommendations, and guidance.
  10. Continuously strive to improve and enhance the fiduciary services offered by PNC Financial Services, staying ahead of market trends and providing innovative solutions for clients.
Where is this job?
This job is located at Pittsburgh, PA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Or Advanced Degree In Finance, Accounting, Economics, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Financial Planning, Wealth Management, Or Investment Advisory Services.

  • Cfp (Certified Financial Planner) Or Other Related Industry Certifications.

  • Strong Understanding Of Fiduciary Responsibilities And Compliance With Regulatory Requirements.

Required Skills
  • Financial Planning

  • Investment Management

  • Risk assessment

  • Asset Protection

  • Client Relationship Management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Trust

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Fiduciary Advisor in Pittsburgh, PA, USA is $70,000-$100,000 per year. However, this can vary depending on the specific industry, company, experience level, and other factors. In general, Fiduciary Advisors tend to have higher salaries due to the specialized nature of their work and the level of trust and responsibility associated with their role.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 28th, 2024
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 
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About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

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