Senior Closely Held Asset Advisor
Listed on 2026-10-06
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Compliance
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.
Join us at Fairygodboss as our next Senior Closely Held Asset Advisor in Dallas, TX, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Closely Held Asset Advisor role in the description above.
We appreciate your interest in this position.
Join Fairygodboss and contribute to our ongoing work.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).