Senior Closely Held Asset Advisor
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
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.
The Senior Closely Held Asset Advisor role at PNC Financial Services Group, Inc. is now open for applications in Dallas, TX, United States.
This position is for the Senior Closely Held Asset Advisor role at PNC Financial Services Group, Inc.
We are seeking a motivated Senior Closely Held Asset Advisor to join PNC Financial Services Group, Inc. in Dallas, TX, United States.
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