Fiduciary Advisor III

PNC

. Execute the terms of plans or documents in which PNC serves as trustee, guardian, or agent .

Posted 11/4/2026full-timeCleveland • Ohio • United StatesMid-LevelSenior💰 $70,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary account administration, ensuring compliance with legal and fiduciary regulations while delivering exceptional client experiences. Proficient in risk management, decision making, and effective communication to manage client relationships and resolve issues.

Highest-signal resume keywords

Fiduciary ResponsibilitiesRisk ManagementClient CommunicationAccount ManagementInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Account AdministrationLegal PracticesFinance StrategyRisk AssessmentsDecision MakingRevenue RecognitionReal Estate SettlementsProblem SolvingAttention to DetailValue Selling

Soft Skills

Effective CommunicationCustomer FocusProblem Solving

Industry Keywords

ComplianceTrustsAsset ManagementClient ExperienceGoverning DocumentsPolicies and ProceduresState LawSenior ManagementCommittee ReviewEscalation Procedures

About the role

Key responsibilities & impact

Execute the terms of plans or documents in which PNC serves as trustee, guardian, or agent
Administer complex fiduciary accounts in accordance with governing documents, state law, policies, and procedures
Ensure compliance with legal and fiduciary regulations
Apply knowledge of trusts and how they operate individually and together for clients in family relationships
Deliver the full fiduciary platform to grow fiduciary business and provide a high level of client experience
Manage risk and resolve legal and compliance-related issues
Communicate with clients, solve problems, and escalate anticipated or known client concerns
Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers
Meet with clients on and off bank premises as needed
Customize client communications and presentations to provide fiduciary advice and introduce planning concepts
Prepare and present analyses and recommendations for senior management or committee review
Escalate problems to senior management as appropriate
Apply customer-focused and enterprise risk management practices

Requirements

What you’ll need

University / college degree typically required
5+ years of industry-relevant experience
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Knowledge of decision making, finance strategy, investment management, legal practices, real estate settlements, revenue recognition, and risk assessments
Account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, problem solving, and value selling competencies
No required certifications
No required licenses
No required or preferred language assessments
Must be eligible to work without employment visa sponsorship; PNC will not provide sponsorship or participate in STEM OPT
Subject to Section 19 of the FDIA and, for registered roles, the SAFE Act and/or FINRA requirements concerning certain criminal history

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Reasonable workplace accommodations