About this opportunity
PNC Financial Services Group, Inc. lists this Senior Closely Held Asset Advisor opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
PNC is seeking a Closely Held Business Advisor III in the Private Bank, based in a Dallas-area office. You will advise on complex fiduciary matters, including closely-held assets and business arrangements, and coordinate with fiduciary and sales teams.
Responsibilities include evaluating asset acceptance, coordinating committee processes, and guiding junior team members. A JD or relevant fiduciary/estate planning background is preferred, with certifications such as CPA/CFA viewed favorably.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.