Fiduciary Advisor III
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, PA or Erie, PA. This role will be responsible for covering the Pittsburgh and Erie markets. Travel would be periodic, as needed, based on client need. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would be beneficial (JD is not required)- CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. PNC employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Value Selling Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s)
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, PA or Erie, PA. This role will be responsible for covering the Pittsburgh and Erie markets. Travel would be periodic, as needed, based on client need. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would be beneficial (JD is not required)- CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. PNC employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Value Selling Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s)