Fiduciary Advisor I

Requirements

• 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.
• Preferred Skills
• Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments
• Competencies
• Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Value Selling
• Work Experience
• 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.
• Education
• Bachelors
• Certifications
• No Required Certification(s)
• Licenses
• No Required License(s)
• Pay Transparency
• Base Salary: $45,000.00 - $112,450.00
• Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
• Application Window
• Generally, this opening is expected to be posted for two business days from 05/14/2026, although it may be longer with business discretion.

Benefits

Additional Information

Position Overview 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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC's Private Bank organization, you may be based in Washington, DC; Tysons Corner, VA; Bethesda, MD; Frederick, MD. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Supports fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Supports administration of fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. Supports management of 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 as needed. 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.

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