PNC Financial Services

Senior Fiduciary Advisor

PNC Financial Services

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

Welcome to PNC Financial Services! We are currently seeking a highly experienced Senior Fiduciary Advisor to join our team. As a leader in the financial services industry, we are committed to providing our clients with personalized and comprehensive wealth management solutions. In this role, you will be responsible for managing and growing relationships with high net worth clients, providing expert advice on fiduciary matters, and collaborating with a team of professionals to deliver exceptional service. To excel in this position, you must possess a strong understanding of fiduciary principles, have extensive experience in wealth management, and possess excellent communication and relationship-building skills. If you are a dynamic and driven individual with a passion for helping clients achieve their financial goals, we invite you to apply for this exciting opportunity.

  1. Manage and grow relationships with high net worth clients by providing personalized and comprehensive wealth management solutions.
  2. Provide expert advice on fiduciary matters, including trust administration, estate planning, and investment management.
  3. Collaborate with a team of professionals, including attorneys and financial advisors, to deliver exceptional service to clients.
  4. Serve as a leader in the financial services industry, staying up-to-date on industry trends and best practices.
  5. Utilize a strong understanding of fiduciary principles to ensure compliance with relevant laws and regulations.
  6. Effectively communicate complex financial concepts to clients in a clear and understandable manner.
  7. Conduct thorough financial analysis and develop customized solutions to meet clients' unique needs and goals.
  8. Act as a representative of PNC Financial Services, maintaining a professional and positive image at all times.
  9. Continuously seek opportunities to expand and deepen relationships with existing clients.
  10. Contribute to the growth and success of the team by sharing knowledge and expertise with colleagues.
Where is this job?
This job is located at Pittsburgh, PA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Minimum Of 5 Years Experience In Fiduciary Services, Trust Administration, Or Wealth Management.

  • Strong Understanding Of Fiduciary Laws, Regulations, And Industry Best Practices.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Professional Certifications Such As Certified Trust And Financial Advisor (Ctfa) Or Certified Financial Planner (Cfp) Are Preferred.

Required Skills
  • Financial Planning

  • Compliance Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Trust Administration

  • Tax Planning

  • Investment Strategies

  • Investment

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Fiduciary Advisor in Pittsburgh, PA, USA is between $71,000 and $105,000 per year. This can vary depending on the specific company, experience level, and certifications held by the individual. Some may earn higher salaries, up to $150,000, while others may earn lower salaries, around $60,000. It is important to note that these salaries are only estimates and can vary greatly.

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 PostedDecember 1st, 2023
Apply BeforeSeptember 18th, 2025
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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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