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Senior Closely Held Business Advisor

Job in Akron, Summit County, Ohio, 44329, USA
Listing for: Fairygodboss
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 91000 - 202800 USD Yearly USD 91000.00 202800.00 YEAR
Job Description & How to Apply Below

PNC is seeking a Closely Held Business Advisor III in the Private Bank division, based in a PNC office location. The role involves evaluating closely-held assets, coordinating with fiduciary teams, and presenting asset plans to committees.

Responsibilities include fiduciary reviews, compliance reporting, and collaboration with internal partners to manage asset administration and disposition. Strong estate, fiduciary, and financial analysis skills are essential.

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Position Requirements
10+ Years work experience
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