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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.